iA CONNECTED

Over the next few days, many of you will receive a list of sales opportunities in your Advisor Centre's secure messaging system.

This year, our savings campaign stands out: more winners, more tools, more impact!

iA Financial Group proudly announces the addition of six new segregated funds: a diversified fund, a Canadian equity fund and four Indexia funds. The company is therefore offering investors an even more comprehensive, competitive and innovative fund lineup while enabling you to stand out in a highly competitive market.

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

According to the most recent Canadian income survey, in the reference year 2022 the median retirement income after taxes was $2,800 per month ($33,600 per year) for single people and $6,183 per month ($74,200 per year) for couples*.

The current economic climate marked by declining inflation and further potential rate cuts in both Canada and the United States could have an impact on your clients' savings.

It’s time to rethink your clients’ pre-authorized debits (PAD) or to plan making an additional lump-sum contribution for Diploma contract holders¹. Take advantage of the back-to-school season to reconnect with your clients who have made the wise choice of opening a Registered Education Savings Plan (RESP)!  

The repercussions of inflation are long-lasting and have left impacts that will not easily disappear. It is therefore crucial to reassess your clients’ financial goals with them. Whether they have a retirement plan or not, there are some key questions to address or revisit.

It’s a well-known fact, it’s never too early to start planning for retirement. To ensure that it lives up to expectations and doesn’t come with too many worries, it’s important to plan ahead.

"Nearly nine out of 10 Canadians (87%) aged 55 and over would like to have an investment product that offers capital guarantees, but two-thirds of them are unaware that this is possible with segregated funds."¹