iA CONNECTED

Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool.

As we’ve mentioned before, the new requirement for total cost disclosure (or MRCC3) could change the way your clients view the management fees associated with their investments.

Although it won’t be until January 2027 that they receive the new version of their annual investment statement, we thought it would be helpful to make this information available now on the company’s website.

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

On September 14, 2026, 4 segregated funds currently managed by external fund managers will be taken over by Tej Rai and Alex Bellefleur of iA Global Asset Management (iAGAM).

Building on the last two years’ success, the PAD (pre-authorized debit) Increase initiative is back!

The new versions of our Fund Facts and Information Folder documents, including data as of December 31, 2025, are now available.

82% of your clients are talking about wealth transfer, but only 32% have actually taken action¹. That gap is your opportunity, right now.

RRSP ✅, TFSA ✅, FHSA ✅…now it’s the RESP’s turn ✅

We have identified your clients who contributed to their RRSPs and/or FHSAs for the 2025 tax year and may be eligible for a tax refund. We have already initiated the conversation by sending them a targeted email. Now, it’s your shot!

Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing!