At the beginning of each year, management expense ratios (MERs) can vary based on tax rates, whether upward or downward, and therefore, need to be updated. Find out how!
March 11, 2021
Topics: Savings, Digital tools
We are pleased to announce the launch of the Periodic Contributions and Indexed Periodic Contributions tool in My Client Space starting Monday, March 15.
February 12, 2021
Topic: Savings
As tax season approaches, your clients' tax documents (Savings) are gradually becoming available from their My Client Space account, online or through the iA Mobile app!
February 12, 2021
Your tax documents will be sent to the postal address on file as at January 14, 2021, no later than February 28, 2021.
February 12, 2021
Topics: Savings, Digital tools
The 2021 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 1, 2021
Topics: Savings, Digital tools
EVO now offers non-registered new-issue for entities (companies)!
January 29, 2021
Topics: Insurance, Savings, Digital tools
Everybody's excellent work over the last few months made it possible for us to close the year with exceptional results in individual insurance, savings and retirement.
January 29, 2021
Topics: Savings, Investments
The fiscal allocations table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2020 is now available.
