iA CONNECTED

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.

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

Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.

On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.

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

At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts. 

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.

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