iA CONNECTED

Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.

Did you know you can directly access tracking of your orders, such as attending physician’s statements (APS) and telephone interviews, via the iCARE platform of our Dynacare life insurance solutions provider?

Donald Trump’s return to the U.S. presidency has reignited concerns about protectionism and its implications for global trade.

In 2024, the financial markets performed extremely well, especially equities. Stock market indices reached record levels, supported by interest rate cuts from several major central banks.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.  

Update: The situation has been resolved over the weekend.

We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.

Mark Schmehl is a successful portfolio manager with Fidelity. One of the funds he manages returned an impressive 57% in profit in 2024. In this video, he responds to the DeepSeek AI model breakthrough.