iA CONNECTED

Also discover the new transfer frequency options available.

Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.

iA Financial Group recognizes your clients' savings efforts and now offers two levels of management fee reductions for Prestige preferential pricing: Prestige 300 and Prestige 500.

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

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.

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

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.

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. 

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.

Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?