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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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Two new self-service transactions!

October 16, 2025

Topics: Insurance, Digital evolution

 

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 evolution

 

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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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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Update of accepted forms

September 11, 2025

Topics: Insurance, Savings

Before completing a PDF form, check whether your transaction can be carried out using our digital tools. You can do both insurance and savings and retirement transactions in just a few clicks: quickly, easily and without error.

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iA PAR account | 📽️ Your questions answered

September 10, 2025

Topic: Insurance

We’re excited to share a brand-new video addressing the most common questions from advisors regarding the iA PAR account, featuring Dominic Siciliano and members of his team at iA Global Asset Management (iAGAM).

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A New Brand Image for iA Financial Group

September 9, 2025

Topic: Miscellaneous

Starting September 22, iA Financial Group and its subsidiaries will adopt a new brand positioning. This evolution is designed to better reflect who we are today and where we want to go. It also aims to strengthen brand consistency to accelerate our growth across North America.

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