We are proud to announce that Renée Laflamme, our Executive Vice-President, has been honoured at the Top Financial Industry Leaders in Quebec event, by Finance et Investissement.
iA
Recent Posts
February 14, 2025
Topic: Savings
A new simplified version of the Request to Withdraw Funds from a Registered Education Savings Plan for Educational Purposes (F51-183A-1) is available in the Document Centre of your Advisor Centre.
February 14, 2025
Topic: Savings
Once again, iA Financial Group stood out at the FundGrade A+ Awards ceremony, hosted by Fundata Canada.
February 13, 2025
Topic: Miscellaneous
In addition to introducing a refreshed version, we are completing the shift started in 2024 to make iA CONNECTED the main channel of communication with advisors, across all networks.
February 12, 2025
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
February 6, 2025
Topic: Insurance
Did you know you can directly access tracking of your orders, such as attending physician’s statements (APS) and telephone interviews, via the iCARE platform of our Dynacare life insurance solutions provider?
February 5, 2025
Topic: Insurance
In 2024, the financial markets performed extremely well, especially equities. Stock market indices reached record levels, supported by interest rate cuts from several major central banks.
February 5, 2025
Topic: Savings
The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 3, 2025
Topic: Savings
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.
January 31, 2025
Topic: Savings
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.
