The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
February 21, 2025
Topic: Savings
Congratulations to Édith Michaud, winner of the RRSP-TFSA-FHSA advisor contest in January. She won $500 just by sharing our Facebook post!
February 14, 2025
Topic: Savings
A new simplified version of the Request to Withdraw Funds from a Registered Education Savings Plan for Educational Purposes (F51-183A-1) is available in the Document Centre of your Advisor Centre.
February 14, 2025
Topic: Savings
Once again, iA Financial Group stood out at the FundGrade A+ Awards ceremony, hosted by Fundata Canada.
February 12, 2025
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
February 5, 2025
Topic: Savings
The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 3, 2025
Topic: Savings
Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.
January 31, 2025
Topic: Savings
Update: The situation has been resolved over the weekend.
We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.
January 30, 2025
Topics: Insurance, Savings, Digital tools
Discover how EVO saves you time.
January 30, 2025
Topic: Savings
Please note that in anticipation of the 2024 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.
