iA CONNECTED

Your ongoing source of information.

Retirement and anxiety: you are the solution!

June 4, 2024

Topic: Savings

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

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Ad hoc survey: Share your experience with us

May 23, 2024

Topic: Savings

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

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90% of your clients could increase their pre-authorized debits (PADs)

May 17, 2024

Topic: Savings

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.

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Fund Facts and Information Folders | New versions now available

May 15, 2024

Topic: Savings

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

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Rate cuts are coming: What it means for your bond portfolio

May 6, 2024

Topics: Savings, Economic news

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.

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Upcoming editions of Fund Facts going digital

May 3, 2024

Topic: Savings

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.

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New addition to the Know Your Funds brochure

April 29, 2024

Topic: Savings

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

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Optimizations to our managed solutions

April 24, 2024

Topic: Savings

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.

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52% don’t have one! Do you know what we’re talking about?

April 23, 2024

Topic: Savings

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.

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iA Large Case Solutions | Discover all the expertise at your disposal

April 8, 2024

Topic: Savings

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.

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Economic News with Sébastien Mc Mahon

Check out his analyses on what’s happening on the financial markets.

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