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We have identified your clients who contributed to their RRSPs and/or FHSAs for the 2025 tax year and may be eligible for a tax refund. We have already initiated the conversation by sending them a targeted email. Now, it’s your shot!

 As of April 1, 2026, the medical second opinion service offered free of charge with critical illness insurance is now provided by Novus Health, a Canadian provider specializing in medical navigation and support.

Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing!

New term and whole life insurance sales are now fully integrated into the modernized experience! You can now complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition.

As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).

Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets.

Combining clarity and flexibility, F-Class is an option worth considering for certain clients with significant assets who may be particularly sensitive to fees following Total Cost Reporting (TCR) requirements.

Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the Indexia family! 🎉

Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.

The brand-new withdrawal tool is now available in EVO Savings🥳!