iA CONNECTED

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.

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! 

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.  

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.  

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.

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

Did you know that 74% of Canadians are worried that they aren’t saving enough¹? However, most of iA Financial Group's pre-authorized debit (PAD) clients haven’t increased their contributions since 2022, which could be holding them back from reaching their financial goals.

Semi-annual client statements as of June 30 will soon be available and one new note will be included to explain the availability of documents. Here is the note: 

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2024, are now available.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.