iA CONNECTED

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.

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.

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! 

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. 

Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value. 

Before completing a PDF form, check whether your transaction can be carried out using our digital tools. You can do both insurance and savings and retirement transactions in just a few clicks: quickly, easily and without error.

By opening an RESP online, or with an advisor, by October 31, 2025, your clients will be automatically entered in the contest. 

Your part is simple: let them know!