iA CONNECTED

The holiday period: A great time for your clients to discuss estate-planning with their parents and siblings!

Did you know that with the addition of five new segregated funds, four of which focus on environmental, social and governance (ESG) factors, iA now offers one of the industry’s most comprehensive segregated fund lineups for this type of investment?

Under the theme "Shaping success", discover the 2023 Savings Edition of Choose iA Magazine, your essential savings reference!

Did you know… rising interest rates = an opportunity in disguise?

Our new segregated funds are now available. Take advantage of one of the best segregated fund offers in Canada and seize the opportunity behind the investor's growing interest in ESG!

To avoid additional stress due to market fluctuations in the event of the loss of a loved one, assets held in segregated funds will be transferred to the money market fund upon notification of the death of the annuitant or the last successor annuitant.

The countdown has begun!

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

It's time to register for this new edition which will be held under the theme “Shaping success”.

Here you will find the most relevant publications to help your clients during the current period of market instability: articles, podcasts, informative charts, etc.