iA CONNECTED

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.

Discover how EVO saves you time.

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.

It’s finally time to announce the first two winners of the RRSP-TFSA-FHSA contest! Congratulations to Ogho Koloko of Calgary, winner of the November draw, and to Patrick Babin of Saint-Constant, winner of the December draw. They have each won $1,000!

New! We’ve created a special toolbox to help you celebrate with your clients and prospects. 

The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

Take advantage of the momentum of RRSP season and this second list of sales opportunities to:

• Consolidate more assets
• Increase your referrals
• Build client loyalty

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

Congratulations to Mélyna Loiselle, winner of the RRSP-TFSA-FHSA advisor contest held in December. She won $500 just by sharing our Facebook post!

Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.