iA CONNECTED

Your ongoing source of information.

🏆FundGrade A+ Awards | iA shines again in 2024

February 14, 2025

Topic: Savings

Once again, iA Financial Group stood out at the FundGrade A+ Awards ceremony, hosted by Fundata Canada.
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My Client Space | Talk your clients into providing their email address

February 12, 2025

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.

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The 2025 Tax reference sheet is here!

February 5, 2025

Topic: Savings

The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

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Savings | New → Online modification of periodic contributions

February 3, 2025

Topic: Savings

Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.  

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Availability Issues | Individual Savings and Retirement semi-annual statements as at December 31, 2024

January 31, 2025

Topic: Savings

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.

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EVO | Work efficiently as a team

January 30, 2025

Topics: Insurance, Savings, Digital tools

Discover how EVO saves you time.

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Availability of your clients' tax documents

January 30, 2025

Topic: Savings

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.

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RRSP-TFSA-FHSA contest | The first winners are…

January 22, 2025

Topic: Savings

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!

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Lunar New Year: is it on your mind?

January 22, 2025

Topic: Savings

 

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

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Deadlines | RRSP contributions and RRSP loan

January 17, 2025

Topic: Savings

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

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