iA FINANCIAL COMPASS

The iA Financial Compass is a simple and fast tool that will propose products, tools and advice based on your situation and your needs.

To learn where to start, simply answer a few of the questions below.

1/7 What is your marital status?

Single

In a relationship

2/7 Are you a?

Renter

Homeowner

Future homeowner

3/7 Are you parents?

Yes, child/children under 12 months

Yes, child/children between 1 and 5 years of age

Yes, child/children 5 years of age or older

Expecting

No, not right now

No

4/7 What is your employment status?

Salaried employee

Business owner

Self-employed worker

Stay-at-home or seeking new opportunities

Student

Retired

5/7 What mode of transportation do you use?

Car

Motorcycle

Recreational vehicle

Public transportation

Bicycle

On foot

6/7 What are your projects?

New home

Cottage

Renovations

Wedding

Travel

Sabbatical

Start a business

Return to school

Who knows

7/7 When it comes to your retirement, are you the ant or the grasshopper?

Grasshopper – I enjoy now instead of planning for the future

Ant – I put money aside for the future

Connect

Client space

Insurance, savings and loans

Auto and home insurance

Business space

TO GUIDE YOU

iA FINANCIAL COMPASS

1/7 What is your marital status?

2/7 Are you a?

3/7 Are you parents?

4/7 What is your employment status?

5/7 What mode of transportation do you use?

6/7 What are your projects?

7/7 When it comes to your retirement, are you the ant or the grasshopper?

Your personal situation

Tools and Advices

Your needs

Tools and Advices

Your savings

Tools and Advices

Insurance, savings and loans

Auto and home insurance info

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TO GUIDE YOU

iA FINANCIAL COMPASS

1/7 What is your marital status?

2/7 Are you a?

3/7 Are you parents?

4/7 What is your employment status?

5/7 What mode of transportation do you use?

6/7 What are your projects?

7/7 When it comes to your retirement, are you the ant or the grasshopper?

Your personal situation

Tools and Advices

Your needs

Tools and Advices

Your savings

Tools and Advices

Auto and home insurance