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Maintenance Notice | All Systems Unavailable on May 17-18

May 6, 2025

Topic: Miscellaneous

Due to a migration, please note that all our systems will be unavailable on Saturday, May 17th and Sunday, May 18th. During this period, no electronic transaction or request can be processed, including sales operations.

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Before GIF Maturity: Take Action!

April 30, 2025

Topic: Savings

Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).

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Insurance | New Access Life features in the Advisor Centre

April 28, 2025

Topics: Insurance, Digital tools

The Access Life experience is synonymous with flexibility, independence and efficiency. 

We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time! 

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Disability insurance | New Advisor Guide

April 24, 2025

Topic: Insurance

At iA Financial Group, guiding our customers effectively through the disability insurance claims process is at the heart of what we do.

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Savings | Modification to the EVO new issue tool

April 22, 2025

Topic: Savings

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.

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Mergers and closures of 20 funds on July 18, 2025

April 21, 2025

Topic: Savings

Important information: On July 18, 2025, iA Financial Group will close the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held will be transferred to equivalent replacement funds.  

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Bank of Canada maintains its policy rate

April 17, 2025

Topic: Economic news

On April 16, the Bank of Canada decided to maintain the policy rate from at 2.75%.

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Savings | Automated email enhancement – Registration to My Client Space

April 15, 2025

Topic: Savings

Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.

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Quickly generate sales with tax refunds!

April 14, 2025

Topic: Savings

Our team of analysts has identified your clients who have contributed to their RRSPs or FHSAs for the 2024 tax year and who will receive a tax refund.

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Your one-stop shop for economic news!

April 7, 2025

Topic: Economic news

In these times of great market volatility, it’s good to remember that you have resources at your disposal to stay well-informed about important issues.

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