The 2026 tax reference sheet and its appendix on maximum life income fund (LIF) withdrawals are now available in the Document Centre.
February 23, 2026
Topic: Savings
February 20, 2026
Topic: Savings
Portfolio manager Mark Schmehl presents his analysis of the U.S. software sector, revealing the factors driving this trend, his outlook for 2026, and the opportunities he sees in this market segment and beyond.
February 12, 2026
Topic: Savings
Once again, iA Financial Group stood out at the 2025 FundGrade A+ Awards® ceremony, hosted by Fundata Canada in Toronto on February 5th.
January 29, 2026
Topic: Savings
In preparation for the 2025 tax season, please take note of the availability dates for your clients’ tax documents if they hold individual savings products.
January 28, 2026
Topic: Savings
Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.
January 16, 2026
Topic: Savings
The 2026 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
January 14, 2026
Topic: Savings
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!
January 12, 2026
Topic: Savings
The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2025 is now available.
December 11, 2025
Topic: Savings
We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.
December 11, 2025
Topic: Savings
Semi-annual client statements as of December 31 will soon be available and one new note will be included to explain the availability of documents.
