iA CONNECTED

As students head back to school, RESP withdrawal season for post-secondary education is underway!

With the estate costs calculator, you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones. 

In the first edition of Seg-fund edge, we highlight our funds whose net returns outperformed their peers in the same CIFSC¹ category (which includes both segregated and mutual funds) over the past 12 months. The results speak for themselves 👇

Form F51-383A, used in the death benefit payment process, has been redesigned to make your experience simpler and more efficient. The improvements are intended to make it easier to collect the required information and help speed up the processing of your requests  when submitting a claim.

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.