iA CONNECTED

We are taking a 100% digital shift for our Choose iA magazines, and we are doing it for you, your clients, and the planet.

Did you know that you can save two days by using the self-service telephone interview booking portal from our supplier Dynacare?

As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.

Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.

After a strong rally in equities in the first half of 2023, most major regions declined in the third quarter. In fixed income markets, government bond returns were negative across developed markets as the U.S. 10-year yield reached the highest level since 2007.

Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential. 

“Private equity is just leveraged buyouts!” Ever heard someone say that? It’s probably one of the biggest misconceptions about private markets.

Under the spotlight this month: Maxime Houde, associate portfolio manager of the Thematic Innovation (iA) Fund.