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Here are a few changes to the EVO Insurance sales tool that will be effective as of November 15:  

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

According to the most recent Canadian income survey, in the reference year 2022 the median retirement income after taxes was $2,800 per month ($33,600 per year) for single people and $6,183 per month ($74,200 per year) for couples*.

It’s time to rethink your clients’ pre-authorized debits (PAD) or to plan making an additional lump-sum contribution for Diploma contract holders¹. Take advantage of the back-to-school season to reconnect with your clients who have made the wise choice of opening a Registered Education Savings Plan (RESP)!  

Effective September 4, 2024, and in line with our strategic focus of offering investors deep expertise and broad global opportunities across all our fixed-income solutions, we are pleased to announce that two segregated funds currently managed by Wellington Square are being taken over by new portfolio managers

The repercussions of inflation are long-lasting and have left impacts that will not easily disappear. It is therefore crucial to reassess your clients’ financial goals with them. Whether they have a retirement plan or not, there are some key questions to address or revisit.

Whether it’s to ensure the privacy of your clients or to allow us to adequately serve them, protecting personal information is always a priority at iA. 

What happened? Why did it happen?

It’s a well-known fact, it’s never too early to start planning for retirement. To ensure that it lives up to expectations and doesn’t come with too many worries, it’s important to plan ahead.