iA CONNECTED

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 2021¹.

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

Inflation and monetary policy have been two of the hottest topics in the past couple of years, putting smiles on the faces of savers and causing some concern for borrowers.

We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.

Save time and make your research easier with this new feature!

Over the past few months, the asset allocation team at iA Global Asset Management (iAGAM) has made changes to the underlying funds of its managed solutions.

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers¹ don’t know what percentage of their current income they will need in retirement². Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?