iA CONNECTED

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.

Important information: On July 18, 2025, iA Financial Group will close the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held will be transferred to equivalent replacement funds.  

Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.

Our team of analysts has identified your clients who have contributed to their RRSPs or FHSAs for the 2024 tax year and who will receive a tax refund.

On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.

Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts. 

The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

Congratulations to Édith Michaud, winner of the RRSP-TFSA-FHSA advisor contest in January. She won $500 just by sharing our Facebook post!