iA CONNECTED

In preparation for the 2025 tax season, please take note of the availability dates for your clients’ tax documents if they hold individual savings products.

Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.

The 2026 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2025 is now available.

We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.

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.

 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.

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.

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.