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.
September 19, 2025
Topic: Savings
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.
September 16, 2025
Topic: Savings
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 6th edition of the Savings and Investment Conferences.
September 11, 2025
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.
August 21, 2025
Topic: Savings
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.
August 15, 2025
Topic: Savings
By opening an RESP online, or with an advisor, by October 31, 2025, your clients will be automatically entered in the contest.
Your part is simple: let them know!
August 14, 2025
Topic: Savings
A recent article on www.conseiller.ca explores this topic and offers valuable insights on how to earn the trust of potential clients who believe that an advisor’s services are unnecessary and costly.
July 21, 2025
Topic: Savings
Important information: On July 18, 2025, iA Financial Group closed the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held were transferred to equivalent replacement funds.
June 30, 2025
Topic: Savings
Until now, the Civil Code of Québec did not grant any rights to common-law (de facto) spouses, even if they were parents of the same child. This has long left a legal vacuum for Quebec families. Fortunately, this situation has just been rectified with the coming into force today of the new parental union regime.
June 27, 2025
Topic: Savings
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!