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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.

Form F51-383A, used in the death benefit payment process, has been redesigned to make your experience simpler and more efficient. The improvements are intended to make it easier to collect the required information and help speed up the processing of your requests  when submitting a claim.

Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool.

Discover the winning strategies of Q2 and how they navigated through market turbulence.

The term life insurance campaign is entering a new phase. This time, we’re setting our sights on a high-potential segment: young adults.

Do you have iA Excellence clients? If so, here’s some good news: we’ve harmonized business tracking for all clients to help you provide an improved experience.  

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.

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.

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.