Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.
March 19, 2025
Topic: Savings
A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.
February 26, 2025
Topic: Savings
At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts.
February 21, 2025
Topic: Savings
The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
February 21, 2025
Topic: Savings
Congratulations to Édith Michaud, winner of the RRSP-TFSA-FHSA advisor contest in January. She won $500 just by sharing our Facebook post!
February 14, 2025
Topic: Savings
A new simplified version of the Request to Withdraw Funds from a Registered Education Savings Plan for Educational Purposes (F51-183A-1) is available in the Document Centre of your Advisor Centre.
February 14, 2025
Topic: Savings
Once again, iA Financial Group stood out at the FundGrade A+ Awards ceremony, hosted by Fundata Canada.
February 12, 2025
Topics: Savings, Digital tools
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.
February 5, 2025
Topic: Savings
The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 3, 2025
Topic: Savings
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.
