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Global Dividend (Dynamic) | The importance of high-profile companies

January 23, 2024

Topic: Portfolio Managers

“We think it's very important to keep an open mind about the companies that are big index weights. The Apples, Microsofts, and Nvidias, were all helpful for our funds’ performance last year.” — David Fingold

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DCA from HISA now available

January 22, 2024

Topic: Savings

Also discover the new transfer frequency options available.

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Market Conduct Standards Code | Start the year on the right foot!

January 18, 2024

Topic: Miscellaneous

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

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Fidelity Perspectives | 11 questions for 2024

January 15, 2024

To get 2024 off to a good start, Fidelity offers answers to the questions most frequently asked by advisors and investors.

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Monthly Macro & Strategy | Are we out of the woods?

January 11, 2024

Topic: Economic news

The markets have been keeping a close watch on central banks across the globe, monitoring their policy decisions and reacting accordingly. Looking forward to 2024, we think the tried-and-tested Taylor rule — a useful tool for an understanding of the drivers of monetary policy — could offer hints on the dynamics that lie ahead in monetary policy land. 

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2024 Market Outlook: What lies ahead?

January 8, 2024

Topic: Portfolio Managers

Kickstart 2024 and be at the forefront of market trends to guide your clients! Find out how many of our portfolio managers are positioning their funds for the opportunity-rich environment they’re anticipating in the new year. 

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Portfolio management updates | Additions and retirement of portfolio managers

December 13, 2023

Topic: Portfolio Managers

The three following announcements have no impact on the funds’ investment objectives and strategies.

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FHSA | Opening of contributions

December 7, 2023

Topic: Savings

Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.

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iA Financial Group honored for the quality of its marketing tools

November 10, 2023

Topic: Digital tools

We are very proud to inform you that the 2022-2023 RRSP-TFSA marketing campaign has been recognized by the MarCom Awards, an international creative competition for marketing and communications professionals.

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RRSP loan | Rate reduction starting November 6

November 6, 2023

Topic: Savings

Between November 6, 2023 and February 9, 2024, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.

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