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Middle East Conflict | Financial Outlook 2026

March 26, 2026

Topic: Savings

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.

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TCR 🤝 F-Class: Management fees now reduced

March 25, 2026

Topic: Savings

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.

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Index Funds and Indexia | Management fees now reduced

March 24, 2026

Topic: Savings

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! 🎉

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EVO Savings | Better integration of banking information

March 17, 2026

Topic: Savings

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

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EVO Savings | TFSA withdrawals can now be done online!

March 16, 2026

Topic: Savings

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

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Master iA’s funds with this refreshed tool

March 12, 2026

Topic: Savings

The “Know Your Funds” brochure continues to be an essential guide to the full range of segregated funds offered by iA. It was recently updated, with special attention to the section on fund families. 

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Access Life: Changes to the declaration of insurability

March 11, 2026

Topics: Insurance, Digital evolution

 

As of March 30, 2026, there will be an updated Access Life declaration of insurability in EVO. It will include revised and simplified questions to help you determine your clients’ eligibility.

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Coaches, it’s your serve | Get ahead with tax refund

March 6, 2026

Topic: Savings

The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund.

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Changes to underwriting guidelines for newcomers

March 4, 2026

Topic: Insurance

Effective March 16, 2026, we will be introducing changes to underwriting guidelines for newcomers for all insurance applications.  

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Changes to Term and Whole Life Insurance

March 2, 2026

Topics: Insurance, Digital evolution

 
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.
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