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We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP, year-to-date, as at October 31, 2025.

Faced with the current unpredictable economic climate and persistent market volatility, your clients need your expert advice more than ever to help them grow their savings and reach their goals.

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.

A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value! 

Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature. 

Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value. 

An exclusive interview with Hugo Lavallée, Fidelity portfolio manager, a discussion on the economic landscape with Sébastien McMahon and Alex Bellefleur, as well as several other topics and new features will be presented to you during the 6^th edition of the Savings and Investment Conferences.

Before completing a PDF form, check whether your transaction can be carried out using our digital tools. You can do both insurance and savings and retirement transactions in just a few clicks: quickly, easily and without error.

Good news! The functionality to add pre-authorized debit (PAD)—already available in EVO Savings and My Client Space for clients—is now also available in the iA Mobile app.