iA CONNECTED

Your ongoing source of information.

Rate cuts | Movement is expected, get ready!

May 30, 2024

Topic: Economic news

Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.

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Loomis Sayles | Top-three finalist in the 2024 U.S. Morningstar Awards for Investing Excellence

May 28, 2024

Topic: Portfolio Managers

We are pleased to share some exciting news about the Loomis Sayles Global Allocation Team.

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Ad hoc survey: Share your experience with us

May 23, 2024

Topic: Savings

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

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90% of your clients could increase their pre-authorized debits (PADs)

May 17, 2024

Topic: Savings

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 20211.

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iA PAR | New documents available

May 16, 2024

Topic: Insurance

Good news! As part of our continuous improvement efforts, we have revised and enhanced our participating account explanatory and overview documents.

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Fund Facts and Information Folders | New versions now available

May 15, 2024

Topic: Savings

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

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Dan Rohinton's Blog | Geology, artificial intelligence and volatility

May 14, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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2024 Federal Budget | What you need to know

May 9, 2024

Topic: Economic news

Do you or your clients have questions concerning the impact of the measures presented in the 2024 federal budget?

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Monthly Macro & Strategy | Separate ways

May 8, 2024

Topic: Economic news

To say that global monetary policies have been coordinated since 2020 is an understatement. Looking toward the remainder of the year, we see that this coordinated behaviour is about to end.

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Q1 2024 Quarterly reviews of your favorite Fidelity funds

May 7, 2024

Topic: Portfolio Managers

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

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