The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 5, 2025
Topic: Savings
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.
January 31, 2025
Topic: Portfolio Managers
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.
January 30, 2025
Topic: Portfolio Managers
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. 🎉
January 30, 2025
Topics: Insurance, Savings, Digital evolution
Discover how EVO saves you time.
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.
March 20, 2024
Topic: Insurance
The Canadian Life and Health Insurance Association (CLHIA) recently launched a new guide to help Canadian consumers better understand the benefits of critical illness insurance, how it works and its impact on financial security.

