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Your ongoing source of information.

Grow your client portfolio | RRSP-TFSA-FHSA campaign

January 15, 2025

Topic: Savings

Take advantage of the momentum of RRSP season and this second list of sales opportunities to:

  • Consolidate more assets
  • Increase your referrals
  • Build client loyalty
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Market Index Heat Map | Overall positive results on both equity and fixed-incomemarkets

January 15, 2025

Topics: Economic news, Portfolio Managers

In 2024, central banks in developed markets initiated the process of normalizing their
monetary policy. However, expectations of rate cuts were revised downwards in the final
quarter of the year, due to the resilient economic growth and persistent inflation.

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Fiscal allocations as at December 31, 2024

January 14, 2025

Topic: Savings

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

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iA PAR | New year, increased dividend scale 📈

January 10, 2025

Topic: Insurance

The iA PAR dividend scale interest rate increased from 6.25% to 6.35% on January 1, thanks to the solid and diversified long-term investment strategy of the iA PAR account.

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Portfolio manager change | Global Infrastructure (Dynamic)

January 9, 2025

Topic: Portfolio Managers

Dynamic announces a change to its portfolio managers for the Global Infrastructure fund.

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Winner announced and $500 more to be won | RRSP-TFSA-FHSA advisor contest

January 8, 2025

Topic: Savings

Congratulations to Mélyna Loiselle, winner of the RRSP-TFSA-FHSA advisor contest held in December. She won $500 just by sharing our Facebook post!

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Monthly Macro & Strategy | 2025 Outlook: The Times, They Are A Changin’

January 7, 2025

Topic: Economic news

With Donald Trump returning to the White House, China navigating internal and external headwinds, Europe striving to balance reform and fiscal sustainability, and central banks rethinking their policy frameworks, the stakes are high.

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iA Term life insurance – Top 6 client segments

December 13, 2024

Topic: Insurance

At a time when prices everywhere seem to be going up, the cost of term life insurance at iA went down in 2024 – by up to 24%, to be precise!

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New semi-annual statement notes

December 12, 2024

Topic: Savings

Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.

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2024 Lipper Fund Award Winner

December 11, 2024

Topic: Savings

iA Financial Group is proud to announce that the U.S. Dividend Growth (iA) fund in its lineup has received the prestigious LSEG Lipper Fund Award for 2024.

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