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Recent Posts

Self-directed investing: how to stand out

October 23, 2025

Topic: Savings

A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value! 

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An advisor wins $5,000 in prizes! 🙌

October 23, 2025

Topic: Digital tools

Find out who won a $5,000 travel gift card in the “Winning $5,000 is easy!” contest and what she did to win the prize!

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Two new self-service transactions!

October 16, 2025

Topics: Insurance, Digital tools

 

You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April. 

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Changes to the GIF interest rate guarantee agreement

October 3, 2025

Topic: Savings

Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature. 

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Use the Right Title to Showcase Your Expertise

October 1, 2025

Topic: Insurance

 

As an advisor, you hold a life insurance license and may present yourself to the public in a way that highlights this certification, provided you comply with applicable regulations.

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EVO Insurance and Assure&go: Important changes coming soon

September 30, 2025

Topics: Insurance, Digital tools

 

Ever since it was introduced, EVO Insurance has been a huge success: to try it is to love it! Two important changes will come into effect on October 17, in EVO Insurance and Assure&go.

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Strike at Canada Post | Tell your clients to use the online services

September 29, 2025

Topic: Miscellaneous

Our normal operations could be disrupted by a postal service interruption related to the Canada Post strike.

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Are you taking full advantage of your secure messaging service?

September 26, 2025

Topics: Insurance, Epargne

iA Financial Group provides you with targeted lists and concrete tools to help you develop your customer base and increase your sales opportunities. Your secure messaging is a goldmine to help you achieve your business goals.

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iA Excellence: Do you have the right address?

September 24, 2025

Topic: Miscellaneous

 

As a reminder, our office located at 1611 Crémazie Boulevard West in Montreal closed in April 2024.

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Seg funds: Get ready to offer better protection

September 19, 2025

Topic: Savings

 

Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value. 

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