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Online transactions | Take the fast track!

July 13, 2026

Topic: Digital evolution

Say goodbye to paperwork and administrative red tape! Your requests are processed right away, compared to 7 to 14 days with paper forms. Enjoy a quick and seamless online experience to submit and modify your insurance contracts.

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Total Cost Reporting | New client webpage sneak peek + new statement screenshots on the Advisor Centre

July 8, 2026

Topic: Savings

As we’ve mentioned before, the new requirement for total cost disclosure (or MRCC3) could change the way your clients view the management fees associated with their investments.

Although it won’t be until January 2027 that they receive the new version of their annual investment statement, we thought it would be helpful to make this information available now on the company’s website.

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Claims: Navigate special cases

July 6, 2026

Topic: Insurance

 

Certain claims require special attention. This is true in the case of an out of country claim or a claim related to medical assistance in dying.

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The semi-annual investment statements soon available

June 26, 2026

Topic: Savings

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

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Segregated funds | Change of portfolio managers

June 25, 2026

Topic: Savings

On September 14, 2026, 4 segregated funds currently managed by external fund managers will be taken over by Tej Rai and Alex Bellefleur of iA Global Asset Management (iAGAM).

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EVO desktop | Decommissioned on June 22

June 22, 2026

Topic: Insurance

EVO desktop was decommissioned on June 22, 2026.

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Organization as an applicant | E-signature now available in EVO Insurance

June 17, 2026

Topic: Digital evolution

The electronic signature process has been optimized in EVO Insurance to provide you with an easier, faster and fully digital experience.

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EVO Insurance | Digital by default for receiving documents

June 16, 2026

Topic: Digital evolution

The default setting for receiving contract documents in EVO Insurance is now electronic only. Your clients will now be able to access their policy more quickly, securely and with no waiting, directly in their My Client Space.

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EVO Insurance | Enhanced case sharing for more effective collaboration

June 15, 2026

Topic: Digital evolution

Now you can work on a single shared file in real time with your colleagues.

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Term life insurance | Significant premium reductions

June 15, 2026

Topic: Insurance

Starting today, offer your term life insurance clients even better value for money thanks to reduced premium rates.

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Stay up to date with Keys to the market, economic reviews from our experts and more!