iA CONNECTED

Your ongoing source of information.

Fund Facts and Information Folders | New versions now available

May 12, 2025

Topic: Savings

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2024, are now available.

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Annual MER update

May 12, 2025

Topic: Savings

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Avoid incorrect investment instructions

May 8, 2025

Topic: Savings

As of May 12, 2025, when investment instructions will be received for fund codes that are incorrect or no longer available for new sales, the amounts requested in these funds will be invested by default in the Money Market (iA) fund for the same series and the same sales charge option as the requested funds.

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Video | Fidelity’s Patrice Quirion on global investment opportunities

May 1, 2025

Topic: Savings

In this 9-minute video, Fidelity portfolio manager Patrice Quirion, portfolio manager of the Fidelity Global Equity Concentrated Equity fund, explains how he manages to find diversification opportunities in today's complex global market conditions.

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Before GIF Maturity: Take Action!

April 30, 2025

Topic: Savings

Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).

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Savings | Modification to the EVO new issue tool

April 22, 2025

Topic: Savings

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.

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Mergers and closures of 20 funds on July 18, 2025

April 21, 2025

Topic: Savings

Important information: On July 18, 2025, iA Financial Group will close the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held will be transferred to equivalent replacement funds.  

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Savings | Automated email enhancement – Registration to My Client Space

April 15, 2025

Topic: Savings

Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.

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Quickly generate sales with tax refunds!

April 14, 2025

Topic: Savings

Our team of analysts has identified your clients who have contributed to their RRSPs or FHSAs for the 2024 tax year and who will receive a tax refund.

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Cancellation of the increase in the capital gains inclusion rate

March 26, 2025

Topic: Savings

On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.

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