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

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

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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