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Successive increases in interest rates will inevitably lead many mortgage holders to refinance their loans or extend their amortization. Add to that the ever-increasing level of debt, and it’s a difficult burden to carry that no one wants to pass on to their loved ones.

Discover how Transition can enhance your service offering and impact the lives of people through real-life stories.

Our new segregated funds are now available. Take advantage of one of the best segregated fund offers in Canada and seize the opportunity behind the investor's growing interest in ESG!

“We remain positive on commodities, especially on energy, over the long term. A stabilization of the Chinese property sector would be a catalyst to increase the weight of base metal producers in the portfolio. With the recent pullback, we are looking at increasing our exposure to that industry.” — J-P Chevalier & Marc Gagnon 

“We continue to focus on earnings sustainability while avoiding companies that will most likely have to downgrade their earnings expectations materially.” — Donny Moss

“The software industry should be strongly favoured by rising automation needs, and we want to invest in areas that should be resilient in a potential downturn.” — Jean-Pierre Chevalier

“After the pullback in yields at the start of the third quarter, we think the market is a little too aggressive in embracing peak rates, and the recent highs will most likely be tested again as the narrative shifts toward the adverse economic consequences of a recession, rather than the rate decisions that have brought us there. As a result, we will monitor and adjust duration accordingly.” — Alexandre Morin

Once again, iA Financial Group stood out as part of Finance et Investissement* magazine’s 2022 Baromètre de l’assurance (insurance barometer)¹ survey, obtaining seven awards in the life insurance category, five in the living benefits category and seven in the annuities and segregated funds category.

To avoid additional stress due to market fluctuations in the event of the loss of a loved one, assets held in segregated funds will be transferred to the money market fund upon notification of the death of the annuitant or the last successor annuitant.

The countdown has begun!