iA CONNECTED

Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value. 

An exclusive interview with Hugo Lavallée, Fidelity portfolio manager, a discussion on the economic landscape with Sébastien McMahon and Alex Bellefleur, as well as several other topics and new features will be presented to you during the 6^th edition of the Savings and Investment Conferences.

Before completing a PDF form, check whether your transaction can be carried out using our digital tools. You can do both insurance and savings and retirement transactions in just a few clicks: quickly, easily and without error.

Good news! The functionality to add pre-authorized debit (PAD)—already available in EVO Savings and My Client Space for clients—is now also available in the iA Mobile app.

By opening an RESP online, or with an advisor, by October 31, 2025, your clients will be automatically entered in the contest. 

Your part is simple: let them know! 

A recent article on www.conseiller.ca explores this topic and offers valuable insights on how to earn the trust of potential clients who believe that an advisor’s services are unnecessary and costly.  

Important information: On July 18, 2025, iA Financial Group closed the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held were transferred to equivalent replacement funds.  

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.