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The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.  

Update: The situation has been resolved over the weekend.

We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.

Mark Schmehl is a successful portfolio manager with Fidelity. One of the funds he manages returned an impressive 57% in profit in 2024. In this video, he responds to the DeepSeek AI model breakthrough. 

On Monday, February 3, iA Financial Group will celebrate its 25th anniversary on the Toronto Stock Exchange.  To mark this auspicious occasion, our president and CEO, Denis Ricard, has been invited to open the Toronto Stock Exchange at a special ceremony. 🎉

Discover how EVO saves you time.

Please note that in anticipation of the 2024 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

It’s finally time to announce the first two winners of the RRSP-TFSA-FHSA contest! Congratulations to Ogho Koloko of Calgary, winner of the November draw, and to Patrick Babin of Saint-Constant, winner of the December draw. They have each won $1,000!

New! We’ve created a special toolbox to help you celebrate with your clients and prospects. 

In an ever-changing political and economic landscape, be at the forefront of market trends to guide your clients with our comprehensive 2025 Market Outlook.