iA CONNECTED

Your ongoing source of information.

New fund | Global Dividend (iA)

October 23, 2023

Topic: Savings

In October 2023, a new dividend fund joined the other two currently offered by iA Global Asset Management (iAGAM), completing their dividend fund offering:

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Choose iA magazines | Now exclusively digital

October 20, 2023

Topics: Insurance, Savings

We are taking a 100% digital shift for our Choose iA magazines, and we are doing it for you, your clients, and the planet.

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Assuris | Increased guaranteed levels of protection

October 13, 2023

Topics: Insurance, Savings

As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.

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New contracts | Change in the guarantee fee calculation method

October 11, 2023

Topic: Savings

Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.

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Reminder | Best practices in client identity verification

October 10, 2023

Topics: Insurance, Savings

Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.

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It’s time to send your RRSP conversion requests!

October 10, 2023

Topic: Savings

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

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Opportunities | From HISA to segregated funds

October 2, 2023

Topic: Savings

Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential. 

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Investment | Looking beyond guaranteed investments

September 27, 2023

Topics: Savings, Economic news

With their enviable rates, our guaranteed interest funds and high interest savings account remain popular in a climate of stock market uncertainty. However, a balanced strategy that includes other investment options can maximize your clients’ investment potential.

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2023 Savings and Investment Conferences | Registration and agenda

September 25, 2023

Topic: Savings

Join us for our biggest savings and investment event of the year!

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NEW | Periodic Income Program available in HISA

September 13, 2023

Topic: Savings

In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.

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