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Bond | Markets reassess their views of central bank positioning

March 23, 2023

Topic: Portfolio Managers

“Because long-term bonds look more appealing than they did earlier this year, we are using the backup in yields to slowly build a longer-duration position for our portfolios.” — Alexandre Morin, iAIM

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Thematic Innovation | Equity markets recede during the month

March 23, 2023

Topic: Portfolio Managers

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — Maxime Houde, iAIM

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North American Equity | Dramatic rate repricing in February

March 23, 2023

Topic: Portfolio Managers

“With US monetary policy already in restrictive territory, the portfolio will maintain a defensive tilt until we see a clear signal that the Fed is pivoting.” — Marc Gagnon & Maxime Houde, iAIM

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Banking Insecurity in the U.S. | 3 points to discuss with your clients

March 20, 2023

Topics: Investments, Economic news

Here is some background information to contextualize the situation and answer your clients' concerns following the Silicon Valley Bank collapse.

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Critical illness insurance | New documents for Transition

March 17, 2023

Topic: Insurance - Living Benefits

New sales support documents, using simple language and concrete examples, are now available to facilitate comprehension for your clients.

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Big enough to matter, small enough to care | New video

March 16, 2023

Topic: Miscellaneous

A leader in many different sectors and #1 partner of advisors, iA Financial Group never forgets that what really matters are people.

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Silicon Valley Bank collapse | Ready to talk about it with your clients?

March 16, 2023

Topics: Economic news, Portfolio Managers

The causes and fallout of the Silicon Valley Bank collapse have been in the news for the past few days. To learn more and provide answers to your clients who are concerned about the effects the situation could have on their investments, read this article.

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iA PAR | Increase of maximum amount without a special quote

March 14, 2023

Topic: Insurance

To support you in your sales efforts with corporations and wealthy individuals, iA Financial Group is increasing the insurance amount without a special quote from $10M to $25M for both versions of the iA PAR product.

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Deferred Sales Charges (DSC) | Regulatory changes

March 9, 2023

Topics: Savings, Investments

Effective May 26 at 4pm (ET), in line with regulatory requirements, we will no longer offer the Deferred Sales Charge (DSC) option for segregated fund deposits.
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Diploma RESP | Closed to new sales from May 26, 2023

March 9, 2023

Topics: Savings, Investments

Effective May 26, 4pm (ET), in line with regulatory requirements regarding the deferred sales charge (DSC) option, the Diploma RESP product will no longer be available for new sales.
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