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Insurance | New Access Life features in the Advisor Centre

April 28, 2025

Topics: Insurance, Digital evolution

The Access Life experience is synonymous with flexibility, independence and efficiency. 

We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time! 

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Dan Rohinton | Technological, economic, and geopolitical transformation

March 27, 2025

Topic: Portfolio Managers

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

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Nova Scotia LIF | New for your clients

March 20, 2025

Topic: Savings

Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.

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Action required: Validate your email address

March 12, 2025

Topic: Miscellaneous

Take two minutes to check that your email address is up to date in your Advisor Centre so you can be sure you don’t miss out on any essential information for your work:

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Fidelity European Equity - Point of view

February 17, 2025

Topic: Portfolio Managers

Find out what the prospects are for European stocks as well as comments regarding 2024 performance. 

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Easily access tracking of your orders with the iCARE platform

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?

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Savings | New → Online modification of periodic contributions

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.  

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EVO | Work efficiently as a team

January 30, 2025

Topics: Insurance, Savings, Digital evolution

Discover how EVO saves you time.

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New rules for your clients holding a Quebec LIF

September 26, 2024

Topic: Savings

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

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