Investment solutions

Group savings and retirement

A smart solution for business owners that allows for more tax-sheltered savings than an RRSP and more flexibility than a regular IPP.

See for yourself

Clear and simple solutions

Investment solutions should be exactly that: solutions. For this reason, we work hard to keep ours clear and simple, yet sophisticated enough to accommodate the entire range of risk profiles and financial situations.

pie_chart_outline_black_24dp

À la carte solutions

For plan members who prefer to build their own retirement portfolio, we offer asset allocation funds and individual funds.

Our funds are selected based on an in-depth analysis of multiple quantitative and qualitative criteria, and are subsequently the object of strict and continual monitoring.

check_circle-24px_3

Guaranteed investments

Offered for terms varying from 1 to 10 years, iA Financial Group’s guaranteed investments represent a sound component of any portfolio and are used by many investors.

Some of their key features include:

  • The possibility of surrendering at market value at any time
  • No minimum deposit – competitive interest rates
  • Up to $100,000 coverage from Assuris

Fund managers

In addition to funds managed by our own investment management team, our fund line-up also includes a number of industry-recognized managers:

  • Lazard Asset management
  • Franklin Templeton
  • Sprucegrove
  • iA Gestion de placements
  • Beutel Goodman
  • Invesco
  • Aberdeen Asset management
  • MFS
  • QV Investors
  • Connor, Clark Lunn Ltée
  • Fiera Capital
  • Mawer
  • Pimco
  • TD
  • Scheer Rowlett
  • Jarislowsky Fraser
  • BlackRock
  • Services de placement PH&N
  • AlphaFixe Capital
  • CI gestion mondiale d’actifs
  • Baillie Gifford
  • Addenda Capital
  • Fisher Investments
  • ifm Investors
  • UBS
  • Fidelity

ATTITUDE Portfolios

The ATTITUDE portfolios are an excellent way to grow your investments without having to analyze and monitor market fluctuations. They are a wise option that will help you to stay the course to your retirement with peace of mind!

They are based on two determining factors:

  • The member's tolerance to risk (investor profile)
  • The member’s investment horizon (anticipated retirement date)

Dynamic asset allocation

Our 65 ATTITUDE portfolios offer members dynamic asset allocation over time: as the member approaches retirement, his or her investments are more cautiously invested.

Once you have chosen the ATTITUDE portfolio that best suits you, its composition will be adjusted automatically every three months to become more cautious without any action required on your part. The further way from retirement you are, the greater the proportion of your savings invested in equities. Inversely, as you approach retirement, the greater the proportion of your savings invested in bonds in order to reduce the effects of market fluctuations and to protect the savings you have accumulated over time.

pie_chart_outline_black_24dp
ATTITUDE Portfolios
See the composition of their assets
account-box-outline
You want to learn more?
Contact an advisor