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Savings | New → Online modification of periodic contributions

February 3, 2025

Topic: Savings

Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.  

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Availability Issues | Individual Savings and Retirement semi-annual statements as at December 31, 2024

January 31, 2025

Topic: Savings

Update: The situation has been resolved over the weekend.

We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.

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EVO | Work efficiently as a team

January 30, 2025

Topics: Insurance, Savings, Digital evolution

Discover how EVO saves you time.

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Fiscal allocations as at December 31, 2024

January 14, 2025

Topic: Savings

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

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New semi-annual statement notes

December 12, 2024

Topic: Savings

Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.

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2024 Lipper Fund Award Winner

December 11, 2024

Topic: Savings

iA Financial Group is proud to announce that the U.S. Dividend Growth (iA) fund in its lineup has received the prestigious LSEG Lipper Fund Award for 2024.

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Reminder | New rules for your clients holding a Quebec LIF

November 27, 2024

Topic: Savings

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

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Series 75/100 – Right time for a reset?

November 26, 2024

Topic: Savings

With attractive returns in 2024, now’s a good time to reset your clients’ guarantees.

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Fiscal allocations as at October 31, 2024

November 21, 2024

Topic: Savings

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, 2024.

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New rules for your clients holding a Quebec LIF

September 26, 2024

Topic: Savings

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

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