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

Semi-annual client statements as of June 30 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products. Here is an overview of these notes and some additional information. 

The lucky winner of the 2024 RRSP-TFSA “Make it happen” contest is Christine Joyce Saflor, from New Westminster, British Columbia. She won the $5,000 prize.

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 2021¹.

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

The lucky winner of the 2024 FHSA “Your first home: it starts now” contest is Daniela Augusta Pereira, from Ontario.

Inflation and monetary policy have been two of the hottest topics in the past couple of years, putting smiles on the faces of savers and causing some concern for borrowers.

We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.