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 28, 2026
Topic: Savings
January 16, 2026
Topic: Savings
The 2026 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
January 14, 2026
Topic: Savings
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!
January 12, 2026
Topic: Savings
The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2025 is now available.
December 11, 2025
Topic: Savings
We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.
December 11, 2025
Topic: Savings
Semi-annual client statements as of December 31 will soon be available and one new note will be included to explain the availability of documents.
December 1, 2025
Topic: Savings
We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.
November 24, 2025
Topic: Savings
Between November 24, 2025 and January 30, 2026, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.
November 14, 2025
Topic: Savings
As of November 24, the electronic signature process in EVO New Issue will be simplified. As soon as the client signs, the transaction will be automatically confirmed and forwarded for processing. No further action or follow-up will be required on your part.
November 7, 2025
Topic: Savings
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.

