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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! 

Important information: On July 18, 2025, iA Financial Group closed the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held were transferred to equivalent replacement funds.  

Until now, the Civil Code of Québec did not grant any rights to common-law (de facto) spouses, even if they were parents of the same child. This has long left a legal vacuum for Quebec families. Fortunately, this situation has just been rectified with the coming into force today of the new parental union regime.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.