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iA October Update - Digital Savings and Investment Conference October 22
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iA Savings and Investment Virtual

Conference - October 22 

 

 

 

 

Hello Everyone,

 

iA Digital Savings and Investment Conference

Wednesday October 22, 10AM - PST

1 CE Credit

 

Philippe Millette and Laurence Patry will co-host the event to offer you high value-added programming that will help you stand out with your clients.

Sébastien McMahon and Alex Bellefleur will discuss the economic situation, Hugo Lavallée, Fidelity portfolio manager, will answer YOUR questions, and Philippe Millette will talk to you about wealth transfer and present new features, on the eve of the RRSP-TFSA-FHSA campaign

 

Register Here

 

Did you know iA is the only insurance company in Canada that can faciliate the transfer of a UK pension plan to a Canadian RRSP?

·     QROPS Client Marketing Material

·     iA QROPS Website

·     Please note, clients must be over age 55 and with expatriate status

 

Thought Leadership

·     Canadian Real Estate Sector - Resilience and Affordability Challenges

·     Monthly Macro & Strategy October

 

iA Savings Digital Transaction Guide - This reduces processing time for many of your client interactions

 

Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal

 

HISA/DIF - Rates can be found here

·     Current Rate: 2.05% as of October 3, 2025*

·     *Rate subject to change on a weekly basis

·     Available to Corporate Accounts

·     Compensation: Trailer of 0.20%

 

iA's Market Leading 75/100

·     Access to all of iA's segregated funds - 100% equity options available