We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.
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December 1, 2025
Topic: Savings
We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.
November 24, 2025
Topic: Savings
Between November 24, 2025 and January 30, 2026, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.
November 14, 2025
Topic: Savings
As of November 24, the electronic signature process in EVO New Issue will be simplified. As soon as the client signs, the transaction will be automatically confirmed and forwarded for processing. No further action or follow-up will be required on your part.
November 7, 2025
Topic: Savings
We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP, year-to-date, as at October 31, 2025.
November 3, 2025
Topic: Savings
Faced with the current unpredictable economic climate and persistent market volatility, your clients need your expert advice more than ever to help them grow their savings and reach their goals.
October 30, 2025
Topic: Savings
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.
October 30, 2025
Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.
October 23, 2025
Topic: Savings
A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value!
October 3, 2025
Topic: Savings
Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature.
September 26, 2025
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