iA CONNECTED

82% of your clients are talking about wealth transfer, but only 32% have actually taken action¹. That gap is your opportunity, right now.

RRSP ✅, TFSA ✅, FHSA ✅…now it’s the RESP’s turn ✅

We have identified your clients who contributed to their RRSPs and/or FHSAs for the 2025 tax year and may be eligible for a tax refund. We have already initiated the conversation by sending them a targeted email. Now, it’s your shot!

Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing!

Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets.

Combining clarity and flexibility, F-Class is an option worth considering for certain clients with significant assets who may be particularly sensitive to fees following Total Cost Reporting (TCR) requirements.

Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the Indexia family! 🎉

Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.

The brand-new withdrawal tool is now available in EVO 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.