iA CONNECTED

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.

As of May 12, 2025, when investment instructions will be received for fund codes that are incorrect or no longer available for new sales, the amounts requested in these funds will be invested by default in the Money Market (iA) fund for the same series and the same sales charge option as the requested funds.

In this 9-minute video, Fidelity portfolio manager Patrice Quirion, portfolio manager of the Fidelity Global Equity Concentrated Equity fund, explains how he manages to find diversification opportunities in today's complex global market conditions.

Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.