iA CONNECTED

In October 2023, a new dividend fund joined the other two currently offered by iA Global Asset Management (iAGAM), completing their dividend fund offering:

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.

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.

Join us for our biggest savings and investment event of the year!