Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.
March 16, 2026
Topic: Savings
The brand-new withdrawal tool is now available in EVO Savings🥳!
March 12, 2026
Topic: Savings
The “Know Your Funds” brochure continues to be an essential guide to the full range of segregated funds offered by iA. It was recently updated, with special attention to the section on fund families.
March 6, 2026
Topic: Savings
The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund.
February 23, 2026
Topic: Savings
The 2026 tax reference sheet and its appendix on maximum life income fund (LIF) withdrawals are now available in the Document Centre.
February 20, 2026
Topic: Savings
Portfolio manager Mark Schmehl presents his analysis of the U.S. software sector, revealing the factors driving this trend, his outlook for 2026, and the opportunities he sees in this market segment and beyond.
February 12, 2026
Topic: Savings
Once again, iA Financial Group stood out at the 2025 FundGrade A+ Awards® ceremony, hosted by Fundata Canada in Toronto on February 5th.
January 29, 2026
Topic: Savings
In preparation for the 2025 tax season, please take note of the availability dates for your clients’ tax documents if they hold individual savings products.
January 28, 2026
Topic: Savings
Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.
January 16, 2026
Topic: Savings
The 2026 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
