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Recent Posts

Critical illness insurance: even more flexibility with the Guaranteed Insurability Rider

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.

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Availability of your clients' tax documents

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.

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Boost your sales with 4 targeted sales opportunities

January 28, 2026

Topic: Savings

Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.

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Reminders | Deadlines | RRSP contributions and RRSP loan

January 16, 2026

Topic: Savings

The 2026 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

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Market Conduct Standards Code | Start the year on the right foot!

January 16, 2026

Topic: Miscellaneous

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

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The semi-annual investment statements soon available

January 14, 2026

Topic: Savings

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

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Fiscal allocations as at December 31, 2025

January 12, 2026

Topic: Savings

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2025 is now available.

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Save time with appointment booking on Facebook

January 9, 2026

Topic: Digital evolution

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

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Identification: Form Updates

January 8, 2026

Topic: Insurance

 

Identity verification is a key component of Canada’s anti-money laundering and anti-terrorist financing (AML/ATF) regime. 

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Total cost reporting (TCR) requirement | New FAQ

December 11, 2025

Topic: Savings

 

We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.

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