Starting March 30, 2026, traditional life insurance (term and whole life) will be integrated into the modernized experience, allowing you to perform self-service transactions in real time directly in your Advisor Centre. Along with modernization, changes are being made to some of the products. Review these changes now so you’re ready to adjust your sales strategies and support your clients more effectively.
February 23, 2026
Topic: Savings
The 2026 tax reference sheet and its appendix on maximum life income fund (LIF) withdrawals are now available in the Document Centre.
February 20, 2026
Topic: Savings
Portfolio manager Mark Schmehl presents his analysis of the U.S. software sector, revealing the factors driving this trend, his outlook for 2026, and the opportunities he sees in this market segment and beyond.
February 18, 2026
Topic: Insurance
To improve our clients’ experience and reduce claim processing times, we are introducing two initiatives that are simplifying our processes and enhancing our efficiency.
February 12, 2026
Topic: Savings
Once again, iA Financial Group stood out at the 2025 FundGrade A+ Awards® ceremony, hosted by Fundata Canada in Toronto on February 5th.
February 12, 2026
Topic: Insurance
In a shifting economic environment, certain investment decisions made all the difference. Discover how a disciplined, long‑term‑focused approach enabled the PAR Fund to stand out and accelerate its growth trajectory.
February 12, 2026
Topic: Digital evolution
The RRSP-TFSA-FHSA campaign is in full swing! Take advantage of this key period to remind your clients of the importance of updating their contact information in My Client Space.
February 5, 2026
Topic: Portfolio Managers
For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.
January 30, 2026
Topic: Insurance
The Guaranteed Insurability Rider offered in the new version of critical illness insurance, Transition 6, launched on November 24, 2025, provides even more flexibility than the Increased Benefit Rider, which was already unique in the market.
January 29, 2026
Topic: Savings
In preparation for the 2025 tax season, please take note of the availability dates for your clients’ tax documents if they hold individual savings products.
