---
title: "Seg funds: A smart play this RRSP-TFSA season 🏆"
description: "We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments."
image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg
---

[![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/)

[FR](https://linstantia.ia.ca/fonds-distincts-une-strategie-judicieuse-en-cette-saison-des-reer-et-des-celi/tags/epargne)

# iA CONNECTED

Your ongoing source of information.

![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg)

[Home](https://iaconnected.ia.ca/)

### Seg funds: A smart play this RRSP-TFSA season 🏆

 December 1, 2025

 Share with your colleagues |

[![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/sharer/sharer.php?u=https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings) [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/sharing/share-offsite/?url=https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings) [mailto:?subject=[Shared%20article]%20Seg%20funds:%20A%20smart%20play%20this%20RRSP-TFSA%20season%20🏆&body=I%20recommend%20that%20you%20read%20the%20article%20'Seg%20funds:%20A%20smart%20play%20this%20RRSP-TFSA%20season%20🏆'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings](mailto:?subject=[Shared%20article]%20Seg%20funds:%20A%20smart%20play%20this%20RRSP-TFSA%20season%20🏆&body=I%20recommend%20that%20you%20read%20the%20article%20'Seg%20funds:%20A%20smart%20play%20this%20RRSP-TFSA%20season%20🏆'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings)

Seg funds: A smart play this RRSP-TFSA season 🏆

1:31

 

We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.

Now, we’re building on that momentum with fresh tools and content to keep the conversation going. 

 

**Check out our highlight reel ** 

📬 **Client emails: **they’ve been landing in inboxes, underlining seg fund benefits at different moments in life. [Check them out](https://iaconnected.ia.ca/hubfs/Individuel/Fonds%20distincts/Liste%20des%20courriels%20clients%20-%20pour%20LINSTANT%20iA.pdf)!

🎥 **Video**: Seg funds veteran Pablo Carrera breaks down the [key benefits](https://www.youtube.com/watch?v=lWo47xtWqdQ)[ of seg funds](https://www.youtube.com/watch?v=lWo47xtWqdQ). 

📘 **Seg Funds 101**: your [new mini-guide](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2025/09/segregated-funds-101---proj-32-6a.pdf) summarizes, in simple and relatable terms, the major benefits to add segregated funds to their portfolio. 

🖥️ **Web Showcase**: have you seen the most recent [seg fund ready-to-publish ](https://web-showcase.ia.ca/brokerage/posts-bank#q=funds)[social network posts](https://web-showcase.ia.ca/brokerage/posts-bank#q=funds)? Use them today and get the ball rolling with your clients and prospects! 

🧠 **Advice Zone**: don’t miss the [brand-new article](https://ia.ca/advice-zone/finances/segregated-funds) – share it today! 

 

**Get ready to offer better protection** 

With new industry-wide fee disclosure requirements on the horizon, seize this opportunity to proactively engage clients, reinforce the value of guarantees and protection features, and emphasize the role of [segregated funds](https://iaa.secureweb.inalco.com/MKMWPN23/segregatedfunds) in their portfolio. 

 

| ![](https://iaconnected.ia.ca/hs-fs/hubfs/image-png-Sep-09-2025-12-31-09-2537-PM.png?width=40&height=39&name=image-png-Sep-09-2025-12-31-09-2537-PM.png) FAST Payment to beneficiairies upon death | ![](https://iaconnected.ia.ca/hs-fs/hubfs/image-png-Sep-09-2025-12-31-12-7196-PM.png?width=39&height=39&name=image-png-Sep-09-2025-12-31-12-7196-PM.png) 3-IN-1-PROTECTION For capital For returns Against creditors | ![](https://iaconnected.ia.ca/hs-fs/hubfs/image-png-Sep-09-2025-12-30-57-3495-PM.png?width=42&height=41&name=image-png-Sep-09-2025-12-30-57-3495-PM.png) COST SAVINGS Probate fees don't apply to seg-fund investments |
| --- | --- | --- |

 

Check out your seg funds [toolbox](https://iaconnected.ia.ca/hubfs/Toolbox%20-%20Segregated%20funds.pdf)today!

 

 

 Topic : [Savings](https://iaconnected.ia.ca/tag/savings)

Written by [iA](https://iaconnected.ia.ca/author/ia)

[Previous](https://iaconnected.ia.ca/transition-self-service-transactions/tags/digital-tools) [Next](https://iaconnected.ia.ca/claims-new-training-module/tags/insurance)

This is a search field with an auto-suggest feature attached.

- There are no suggestions because the search field is empty.

### Categories

- [Digital evolution (28)](https://iaconnected.ia.ca/tag/digital-evolution)
- [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news)
- [Insurance (56)](https://iaconnected.ia.ca/tag/insurance)
- [Miscellaneous (6)](https://iaconnected.ia.ca/tag/miscellaneous)
- [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers)
- [Savings (50)](https://iaconnected.ia.ca/tag/savings)

### Stay informed

[![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools)

[![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links)

![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg)

### The economic ideas driving the markets!

With Sébastien Mc Mahon and his team

Visit the blog

### iAGAM Insights

Stay up to date with Keys to the market, economic reviews from our experts and more!

Read the articles

- [Contact us](https://linstantia.ia.ca/contact-us)
- [Advisor center](https://iaa.secureweb.inalco.com/MKMWPVP5/Home/NoAuth)
- [Web showcase](https://web-showcase.ia.ca/)
- [Accessibility](https://ia.ca/accessibility)
- [Privacy and security](https://ia.ca/protection-personal-information)
- [Terms of use](https://ia.ca/terms-use)
- Cookies preference

| [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/iacanada) | [![iA Groupe financier - Twitter](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-tw.png?width=40&name=ico-tw.png)](https://twitter.com/iacanada) | [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/company/industrielle_alliance) | [![iA Groupe financier - Youtube](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-yt.png?width=40&name=ico-yt.png)](https://www.youtube.com/user/IAquebec) | [![iA Groupe financier - Instagram](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-ig.png?width=42&name=ico-ig.png)](https://www.instagram.com/ia_canada) |
| --- | --- | --- | --- | --- |

Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.