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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.

The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

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.  

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.

Mark Schmehl is a successful portfolio manager with Fidelity. One of the funds he manages returned an impressive 57% in profit in 2024. In this video, he responds to the DeepSeek AI model breakthrough. 

On Monday, February 3, iA Financial Group will celebrate its 25th anniversary on the Toronto Stock Exchange.  To mark this auspicious occasion, our president and CEO, Denis Ricard, has been invited to open the Toronto Stock Exchange at a special ceremony. 🎉

Discover how EVO saves you time.

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

At a time when prices everywhere seem to be going up, the cost of term life insurance at iA went down in 2024 – by up to 24%, to be precise!

Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.