iA CONNECTED

Your ongoing source of information.

Social media | Top posts to share this June

June 6, 2024

Topic: Digital tools

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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Monthly Macro & Strategy | The equity rally broadens out

June 5, 2024

Topic: Economic news

We’re approaching the mid-point of 2024, and the markets have been kind to equity investors so far. Find out what our experts take on the situation.

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Retirement and anxiety: you are the solution!

June 4, 2024

Topic: Savings

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

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Dan Rohinton's Blog | Canadian economy and market concentration

June 3, 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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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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