Companies and Groups

Innovative wellbeing solutions.
A simplified, personal experience.

2025 Achievements in Group Benefits and Retirement Solutions

Highlights

Over 85 years of expertise: we efficiently manage group plans and support the total wellbeing of over 1.7 million Canadians.

Meeting ever-changing needs

Weight management

New offer to raise awareness of obesity and weight management issues

Women’s health

Evolution of our core offer to create a more inclusive workplace

Personalized advice service

Enhanced support for more plan members

ATTITUDE portfolios

Improvements to our life cycle investment solution

Educating and inspiring

Insights

  • Launch of 4 white papers:
    • Managing obesity
    • Menopause and work
    • Disability management
    • Financial wellbeing
  • Publication of 22 articles on important issues shaping the industry

Active presence of our experts from coast to coast

  • Over 60 initiatives and activities: interviews, articles, sponsorships, webinars, training, conferences and events for our partners
  • Participation in nearly 15 industry events and representation on various committees: CLHIA, LIMRA and several others related to health and drug management

Offering a simplified, personal experience

First-class service

Average Customer Service wait time and abandon rate 20% shorter than the target set for the year

Supporting total wellbeing

11 webinars

covering various topics related to group insurance, group retirement savings and total wellbeing

5,000 plan members

have benefited from our webinars to better understand their group plans and take full advantage of them

550,000 people

have benefited from our financial health tools

$200,000 donation

to support research and transform obesity management and overall health

670 information sessions

held with plan members

Several communication campaigns

on mental, physical and financial health to support total wellbeing

Our achievements

Total wellbeing

In 2025, we offered 11 educational webinars covering topics related to group insurance, group retirement savings and total wellbeing, including these:

  • Mental health
  • Budgeting
  • Basics of group insurance
  • Women and investing
  • Menopause
  • Optimizing group retirement savings contributions

In November, during Financial Literacy Month, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

People can sign up on the Webinars page of our education website. It is also possible to replay all our past webinars.

We hosted nearly 670 information sessions, ranging in length from 20 to 60 minutes, to inform plan members and answer their questions.

We offered a variety of topics related to group insurance, retirement savings and total wellbeing, according to client needs.

Our four Retirement Rendezvous sessions in English had an exceptional participation rate of 56%.

Once again this year, we deployed several campaigns to help plan members make informed decisions about managing their personal finances and better understand various aspects of their group insurance and savings plans.

Here are a few examples:

  • RRSP and TFSA
    The Make it happen campaign highlighted the benefits of group RRSPs and TFSAs to plan members. It was designed to educate plan members about the importance of setting concrete financial goals and adopting strategies to achieve them. It also demonstrated our commitment to the long-term financial wellbeing of Canadians and helped plan sponsors remind plan members of the benefits of these valuable employee benefits.
  • Fraud prevention
    Launched as part of Fraud Prevention Month in March, this campaign focused on the consequences of group insurance fraud for all parties involved, as well as on proactive measures to counter it.
  • Tax season
    Under the theme “Taxes and financial wellbeing? It’s possible!”, the campaign covered three topics related to tax filing:
    • Tax fraud attempts during tax season
    • The importance of including all expenses and credits in your tax return
    • Tax refunds as a lever and ally for financial health
  • Travel assistance
    This campaign raised awareness among plan members about the value of their travel assistance coverage.
    It provided a checklist containing essential information for peace of mind when travelling, as well as a leaflet detailing important things to do before, during and after a trip.

Our education website contains a wealth of information for members of group plans and anyone wishing to learn more about group insurance, group retirement savings and aspects contributing to greater total wellbeing.

Creating value for organizations, this reference space reflects our commitment to meeting plan members’ need for information and education.

Webinar series

In addition to articles, tips and insights, the site is the hub for signing up for our webinars on various topics such as mental health, budgeting, the basics of group insurance, women and investing and more. These 11 sessions were spread out throughout 2025.

During Financial Literacy Month in November, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

Find out more about our past and future webinars.

We developed tools to highlight women's unique health realities and help plan administrators create inclusive workplaces:

We created awareness tools to support plan members in weight management and help organizations promote caring and inclusive work environments:

We proposed tools to highlight the importance of a proactive approach to disability management and demonstrate how it improves both business performance and employee health and experience:

We developed resources demonstrating the importance of integrating financial wellbeing into group retirement savings plans to raise awareness of financial health issues:

We created content highlighting the importance of taking care of one's mental health and understanding the factors that can contribute to improving it:

In November, Financial Literacy Month in Canada, we ran an awareness campaign on retirement planning based on four components that form the foundation for a peaceful, rewarding and sustainable retirement: financial security, physical health, mental wellbeing and social life.

Theme of the campaign: Thriving in Retirement

Our goal was to help people better understand these issues, focusing not only on financial aspects, but also on total wellbeing.

The series was a great success, with more than 1,500 attendees and received great feedback on how practical and relevant the content was. To view the recordings:

  1. Securing Your Future: mastering financial strategies for a worry-free retirement open_in_new
  2. Active Aging: wellness and physical health in retirement open_in_new
  3. Retirement – The Next Step: nurturing your mental and emotional health open_in_new
  4. Your Next Chapter: navigating and embracing a fulfilling retirement lifestyle open_in_new

Products and services

We offer the group First Home savings Account (FHSA) to help sponsors provide a savings solution that allows their members to save and maximize their down payment for purchasing a home.

Discover how the group FHSA can positively impact an individual’s homeownership journey open_in_new

Explore its benefits

With our new Women’s Health offer, we help group plan members address their health needs throughout their lives by using the solutions available in their group insurance plan.

This offer helps us:

  • Better respond to the realities of women’s health
  • Assist plan sponsors in creating inclusive workplaces

We provide various tools, including a brochure file_download for plan members and a white paper on menopause.

We launched the Weight Management offer to support group members in taking charge of their overall health and adopting habits that truly make a difference, thanks to the solutions available in their group insurance plan.

This offer aims to:

  • Facilitate reimbursement for medications that support weight management
  • Help organizations create caring and inclusive workplaces

We provide practical tools, including a brochure file_download and a white paper on workplace obesity file_download.

A $200,000 donation to support research

Committed to optimizing obesity management and overall health, we have made a $200,000 donation to the Institut universitaire de cardiologie et de pneumologie de Québec (Quebec heart and lung Institute) Foundation – Université Laval to support the launch of the HARMONY research project.

The advances resulting from this project will enable us to enhance our Weight Management offer by integrating best practices and the latest knowledge.

We have made a $200,000 donation to the Institut universitaire de cardiologie et de pneumologie de Québec (Quebec heart and lung Institute) Foundation – Université Laval to support the launch of the HARMONY research project.

This initiative, led by a multidisciplinary team, aims to optimize obesity management by combining medical treatment, nutritional coaching and adapted physical activity.

This financial support reflects our commitment to concrete, people-centred solutions for the overall health and wellbeing of the population.

The advances resulting from this initiative will enable us to enhance our Weight Management offer by integrating best practices and the latest knowledge to respond even more effectively to the needs of our group insurance plan members.

Since September 2025, we offer the personalized advice service My Financial Insight to all plan members who benefit from our standard service offering1.

We have also enhanced this offer to provide even more holistic support, designed to promote plan members’ financial wellbeing by considering all their needs and adopting a caring, personal and personalized approach.

Read our article.

Consult this brochure file_download intended for plan members.

1 The standard service offering refers to plans that offer the Transit program.

We improved the ATTITUDE portfolios to offer an investment solution that is simplified, high-performing and adapted to an ever-changing economic environment.

Key changes:

  • Reduced risk profiles from five to three
  • Redefined the glide path to support long-term growth
  • Revised asset allocation to maintain optimal diversification
  • Reviewed underlying funds to strengthen performance

These improvements position ATTITUDE portfolios among the most competitive life cycle solutions in the Canadian market.

Sleep disorders have significant health impacts and generate high costs for organizations.

Our partnership with HALEO: a key tool for promoting wellbeing and a healthy, productive and sustainable workplace

We have teamed up with HALEO to give our clients access to its sleep programs at a special rate—an initiative designed to boost wellbeing and performance at work.

Delivered by certified therapists (psychologists, psychotherapists), HALEO’s virtual sleep clinic can help your clients reduce the short- and long-term effects of disrupted sleep by providing to their employees:

  • A three-step process for quick, confidential access to sleep specialists
  • Short 5- to 6-week programs tailored to specific problems: chronic insomnia, nightmares, shift work and sleep optimization
  • A proactive approach with noticeable results in as little as three weeks

A preferred rate and sessions reimbursed through group insurance plans to encourage prevention

  • All employees of our clients can benefit from this offer if the organization does not already offer HALEO
  • Plan members and their dependents can also be reimbursed for consultation fees, depending on their paramedical coverage or health spending account

A rehabilitation tool to help manage disability

Plan members with sleep disorders who are on disability also have access to HALEO’s services to support their rehabilitation.

Learn more about the HALEO’s virtual sleep clinic and the benefits of the solution open_in_new.

Symbiosis allows sponsors and administrators to consolidate their group insurance and retirement savings plans in one place, creating a comprehensive and simplified employee benefits experience at a competitive price.

More and more organizations are looking to combine all their employee benefits under the same provider. Always attentive to your needs, we offer an integrated and customizable solution that is unique in the market.

The distinctive advantages of Symbiosis

  • A one-of-a-kind employee benefits solution that supports members’ total wellbeing
  • An Elite service that offers a top-tier experience for you and your employees, with the option of a single point of contact and full access to our services
  • Streamlined administration through access to a data exchange solution, flexible plan management tools and comprehensive plan monitoring (governance meetings and consolidated reports)
  • Hassle-free implementation
  • Dedicated communications and education team
  • Competitive pricing and allowances

Discover the program, its eligibility criteria and advantages.

Plan management

Our commitment to helping organizations proactively manage disability claims, control costs and support plan members throughout their health journey was a top priority this year.

With rising health-related absences and increasing pressure on organizations to manage costs, we raised awareness of how our well-established and proactive approach to disability management—including a unique claims intake process—can make a measurable difference.

Our disability management offer:

  • Comprehensive support across your employees’ health journey, with value-added services for prevention and early, targeted interventions
  • An in-house interdisciplinary team and best-in-class partners to provide timely intervention
  • Innovative digital tools that reduce processing time and enhance the plan members’ experience
  • Sustainable return-to-work outcomes, focusing on faster recovery, without transitioning to long-term disability

Explore what sets us apart

Our investment specialists continuously monitor the investment funds we offer our Group Savings and Retirement clients. They make sure that the high-quality standards they have established are met and that the fund offering remains comprehensive, distinctive and competitive.

With this in mind, we have made changes to our fund lineup:

  • Addition of fourteen investment funds to our standard lineup
  • Closure of three investment funds with transfer of amounts invested to a replacement fund

To learn more about the new funds, consult this document file_download.

The group retirement savings industry is rapidly evolving, as are the expectations of regulators. With the publication of Guideline No. 3 for Capital Accumulation Plans open_in_new, the Canadian Association of Pension Supervisory Authorities (CAPSA) provides a framework for governance and sets the new standard for managing capital accumulation plans and their risks.

We have developed a leaflet file_download providing a clear and practical summary of the changes to Guideline No. 3 and published articles to guide you in its application.

Our strategies seek to preserve the global health and wellbeing of plan members, while ensuring effective cost management to ensure the long-term sustainability of group drug insurance plans. Here are some of the initiatives we have continued or implemented this year.

More inclusive drug program

To provide more equitable and inclusive coverage that meets the diverse needs of plan members, we have enhanced drug benefits in areas such as reproductive health, menopause care and weight management.

Preventive vaccines

Vaccination is not only about health: it is a cornerstone of prevention and an investment in everyone’s health and financial wellbeing. Offering preventive vaccine coverage is therefore a winning strategy for organizations. That is why all group insurance proposals and contracts include preventive vaccine coverage.

For existing clients, we offer preventive vaccine coverage at the time of renewal. However, it is possible to request the addition of this coverage at any time.

Biosimilars

This year, we continued to roll out our biosimilar transition program in all Canadian provinces. Each time a new biosimilar drug comes onto the market, we encourage plan members to transition their biological drug to the biosimilar.

The Resource centre for plan administrators and sponsors provides plan administrators and plan sponsors with access to a variety of content to help them find answers to their questions about day-to-day management of plans.

In addition to regularly adding new content to the site, we now offer promotional materials for webinars that plan administrators and sponsors can share with plan members.

The self-service content includes:

  • Video tutorials on fundamental topics
  • Frequently asked questions covering everyday administrative tasks, plan member support and more
  • Webinar sign-up information for plan administrator training
  • Promotional material about the webinars to be sent to plan members

Discover the Resource centre for plan administrators and sponsors.

Client experience

Our thought leadership space, which informs and inspires, is celebrating its first anniversary!

In the past year, we have published:

  • 4 white papers packed with evidence-based data and practical solutions, designed to optimize group plans and support strategic decision-making
  • 22 articles showcasing the sharp analyses of our experts on the important issues shaping the group retirement savings and group insurance industry

And this is just the beginning! We will continue to help organizations turn ideas into action.

Be inspired by our experts

As part of our ongoing efforts to offer group retirement savings plan members more self-serve flexibility in managing their accounts, we recently started deploying online withdrawal functionalities in both our secure environments—the iA Mobile app and the My Client Space website.

Phase 1 of this deployment was completed in November. Group TFSA plan members can now withdraw in both the iA Mobile app and My Client Space, having entered their banking information to enable deposits to their bank account.

Phase 2, during which we will roll out similar functionalities for group RRSPs and non-registered savings plans, is scheduled for the second quarter of 2026.

Protecting personal information is a priority for us. We have implemented an additional security measure to strengthen the control of access to the Advisor Centre granted from the delegation tool. If not used, these accesses must be renewed once a year to remain in effect.

In addition to secure messaging in My Client Space, we are now using a secure information exchange platform to share confidential or sensitive information with our clients. It operates through a highly secure authentication process to control access to the information transmitted.

As part of our commitment to cost efficiency and environmental sustainability, we have discontinued the production and mailing of physical group benefit cards. Plan members have access to their group benefit card in My Client Space and iA Mobile.

This change was implemented for new groups only, at the time of their implementation.

This initiative is another milestone in our digital shift, enabling us to pursue our goal to offer a fully digital client experience and reduce our paper footprint to a minimum.

We have improved the performance of My Client Space to provide a more seamless online experience and faster response times.

Total wellbeing

In 2025, we offered 11 educational webinars covering topics related to group insurance, group retirement savings and total wellbeing, including these:

  • Mental health
  • Budgeting
  • Basics of group insurance
  • Women and investing
  • Menopause
  • Optimizing group retirement savings contributions

In November, during Financial Literacy Month, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

People can sign up on the Webinars page of our education website. It is also possible to replay all our past webinars.

We hosted nearly 670 information sessions, ranging in length from 20 to 60 minutes, to inform plan members and answer their questions.

We offered a variety of topics related to group insurance, retirement savings and total wellbeing, according to client needs.

Our four Retirement Rendezvous sessions in English had an exceptional participation rate of 56%.

Once again this year, we deployed several campaigns to help plan members make informed decisions about managing their personal finances and better understand various aspects of their group insurance and savings plans.

Here are a few examples:

  • RRSP and TFSA
    The Make it happen campaign highlighted the benefits of group RRSPs and TFSAs to plan members. It was designed to educate plan members about the importance of setting concrete financial goals and adopting strategies to achieve them. It also demonstrated our commitment to the long-term financial wellbeing of Canadians and helped plan sponsors remind plan members of the benefits of these valuable employee benefits.
  • Fraud prevention
    Launched as part of Fraud Prevention Month in March, this campaign focused on the consequences of group insurance fraud for all parties involved, as well as on proactive measures to counter it.
  • Tax season
    Under the theme “Taxes and financial wellbeing? It’s possible!”, the campaign covered three topics related to tax filing:
    • Tax fraud attempts during tax season
    • The importance of including all expenses and credits in your tax return
    • Tax refunds as a lever and ally for financial health
  • Travel assistance
    This campaign raised awareness among plan members about the value of their travel assistance coverage.
    It provided a checklist containing essential information for peace of mind when travelling, as well as a leaflet detailing important things to do before, during and after a trip.

Our education website contains a wealth of information for members of group plans and anyone wishing to learn more about group insurance, group retirement savings and aspects contributing to greater total wellbeing.

Creating value for organizations, this reference space reflects our commitment to meeting plan members’ need for information and education.

Webinar series

In addition to articles, tips and insights, the site is the hub for signing up for our webinars on various topics such as mental health, budgeting, the basics of group insurance, women and investing and more. These 11 sessions were spread out throughout 2025.

During Financial Literacy Month in November, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

Find out more about our past and future webinars.

We developed tools to highlight women's unique health realities and help plan administrators create inclusive workplaces:

We created awareness tools to support plan members in weight management and help organizations promote caring and inclusive work environments:

We proposed tools to highlight the importance of a proactive approach to disability management and demonstrate how it improves both business performance and employee health and experience:

We created content highlighting the importance of taking care of one's mental health and understanding the factors that can contribute to improving it:

Products and services

With our new Women’s Health offer, we help group plan members address their health needs throughout their lives by using the solutions available in their group insurance plan.

This offer helps us:

  • Better respond to the realities of women’s health
  • Assist plan sponsors in creating inclusive workplaces

We provide various tools, including a brochure file_download for plan members and a white paper on menopause.

We launched the Weight Management offer to support group members in taking charge of their overall health and adopting habits that truly make a difference, thanks to the solutions available in their group insurance plan.

This offer aims to:

  • Facilitate reimbursement for medications that support weight management
  • Help organizations create caring and inclusive workplaces

We provide practical tools, including a brochure file_download and a white paper on workplace obesity file_download.

A $200,000 donation to support research

Committed to optimizing obesity management and overall health, we have made a $200,000 donation to the Institut universitaire de cardiologie et de pneumologie de Québec (Quebec heart and lung Institute) Foundation – Université Laval to support the launch of the HARMONY research project.

The advances resulting from this project will enable us to enhance our Weight Management offer by integrating best practices and the latest knowledge.

We have made a $200,000 donation to the Institut universitaire de cardiologie et de pneumologie de Québec (Quebec heart and lung Institute) Foundation – Université Laval to support the launch of the HARMONY research project.

This initiative, led by a multidisciplinary team, aims to optimize obesity management by combining medical treatment, nutritional coaching and adapted physical activity.

This financial support reflects our commitment to concrete, people-centred solutions for the overall health and wellbeing of the population.

The advances resulting from this initiative will enable us to enhance our Weight Management offer by integrating best practices and the latest knowledge to respond even more effectively to the needs of our group insurance plan members.

Sleep disorders have significant health impacts and generate high costs for organizations.

Our partnership with HALEO: a key tool for promoting wellbeing and a healthy, productive and sustainable workplace

We have teamed up with HALEO to give our clients access to its sleep programs at a special rate—an initiative designed to boost wellbeing and performance at work.

Delivered by certified therapists (psychologists, psychotherapists), HALEO’s virtual sleep clinic can help your clients reduce the short- and long-term effects of disrupted sleep by providing to their employees:

  • A three-step process for quick, confidential access to sleep specialists
  • Short 5- to 6-week programs tailored to specific problems: chronic insomnia, nightmares, shift work and sleep optimization
  • A proactive approach with noticeable results in as little as three weeks

A preferred rate and sessions reimbursed through group insurance plans to encourage prevention

  • All employees of our clients can benefit from this offer if the organization does not already offer HALEO
  • Plan members and their dependents can also be reimbursed for consultation fees, depending on their paramedical coverage or health spending account

A rehabilitation tool to help manage disability

Plan members with sleep disorders who are on disability also have access to HALEO’s services to support their rehabilitation.

Learn more about the HALEO’s virtual sleep clinic and the benefits of the solution open_in_new.

Symbiosis allows sponsors and administrators to consolidate their group insurance and retirement savings plans in one place, creating a comprehensive and simplified employee benefits experience at a competitive price.

More and more organizations are looking to combine all their employee benefits under the same provider. Always attentive to your needs, we offer an integrated and customizable solution that is unique in the market.

The distinctive advantages of Symbiosis

  • A one-of-a-kind employee benefits solution that supports members’ total wellbeing
  • An Elite service that offers a top-tier experience for you and your employees, with the option of a single point of contact and full access to our services
  • Streamlined administration through access to a data exchange solution, flexible plan management tools and comprehensive plan monitoring (governance meetings and consolidated reports)
  • Hassle-free implementation
  • Dedicated communications and education team
  • Competitive pricing and allowances

Discover the program, its eligibility criteria and advantages.

Plan management

Our strategies seek to preserve the global health and wellbeing of plan members, while ensuring effective cost management to ensure the long-term sustainability of group drug insurance plans. Here are some of the initiatives we have continued or implemented this year.

More inclusive drug program

To provide more equitable and inclusive coverage that meets the diverse needs of plan members, we have enhanced drug benefits in areas such as reproductive health, menopause care and weight management.

Preventive vaccines

Vaccination is not only about health: it is a cornerstone of prevention and an investment in everyone’s health and financial wellbeing. Offering preventive vaccine coverage is therefore a winning strategy for organizations. That is why all group insurance proposals and contracts include preventive vaccine coverage.

For existing clients, we offer preventive vaccine coverage at the time of renewal. However, it is possible to request the addition of this coverage at any time.

Biosimilars

This year, we continued to roll out our biosimilar transition program in all Canadian provinces. Each time a new biosimilar drug comes onto the market, we encourage plan members to transition their biological drug to the biosimilar.

The Resource centre for plan administrators and sponsors provides plan administrators and plan sponsors with access to a variety of content to help them find answers to their questions about day-to-day management of plans.

In addition to regularly adding new content to the site, we now offer promotional materials for webinars that plan administrators and sponsors can share with plan members.

The self-service content includes:

  • Video tutorials on fundamental topics
  • Frequently asked questions covering everyday administrative tasks, plan member support and more
  • Webinar sign-up information for plan administrator training
  • Promotional material about the webinars to be sent to plan members

Discover the Resource centre for plan administrators and sponsors.

Client experience

Our thought leadership space, which informs and inspires, is celebrating its first anniversary!

In the past year, we have published:

  • 4 white papers packed with evidence-based data and practical solutions, designed to optimize group plans and support strategic decision-making
  • 22 articles showcasing the sharp analyses of our experts on the important issues shaping the group retirement savings and group insurance industry

And this is just the beginning! We will continue to help organizations turn ideas into action.

Be inspired by our experts

Protecting personal information is a priority for us. We have implemented an additional security measure to strengthen the control of access to the Advisor Centre granted from the delegation tool. If not used, these accesses must be renewed once a year to remain in effect.

In addition to secure messaging in My Client Space, we are now using a secure information exchange platform to share confidential or sensitive information with our clients. It operates through a highly secure authentication process to control access to the information transmitted.

As part of our commitment to cost efficiency and environmental sustainability, we have discontinued the production and mailing of physical group benefit cards. Plan members have access to their group benefit card in My Client Space and iA Mobile.

This change was implemented for new groups only, at the time of their implementation.

This initiative is another milestone in our digital shift, enabling us to pursue our goal to offer a fully digital client experience and reduce our paper footprint to a minimum.

Total wellbeing

In 2025, we offered 11 educational webinars covering topics related to group insurance, group retirement savings and total wellbeing, including these:

  • Mental health
  • Budgeting
  • Basics of group insurance
  • Women and investing
  • Menopause
  • Optimizing group retirement savings contributions

In November, during Financial Literacy Month, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

People can sign up on the Webinars page of our education website. It is also possible to replay all our past webinars.

We hosted nearly 670 information sessions, ranging in length from 20 to 60 minutes, to inform plan members and answer their questions.

We offered a variety of topics related to group insurance, retirement savings and total wellbeing, according to client needs.

Our four Retirement Rendezvous sessions in English had an exceptional participation rate of 56%.

Once again this year, we deployed several campaigns to help plan members make informed decisions about managing their personal finances and better understand various aspects of their group insurance and savings plans.

Here are a few examples:

  • RRSP and TFSA
    The Make it happen campaign highlighted the benefits of group RRSPs and TFSAs to plan members. It was designed to educate plan members about the importance of setting concrete financial goals and adopting strategies to achieve them. It also demonstrated our commitment to the long-term financial wellbeing of Canadians and helped plan sponsors remind plan members of the benefits of these valuable employee benefits.
  • Fraud prevention
    Launched as part of Fraud Prevention Month in March, this campaign focused on the consequences of group insurance fraud for all parties involved, as well as on proactive measures to counter it.
  • Tax season
    Under the theme “Taxes and financial wellbeing? It’s possible!”, the campaign covered three topics related to tax filing:
    • Tax fraud attempts during tax season
    • The importance of including all expenses and credits in your tax return
    • Tax refunds as a lever and ally for financial health
  • Travel assistance
    This campaign raised awareness among plan members about the value of their travel assistance coverage.
    It provided a checklist containing essential information for peace of mind when travelling, as well as a leaflet detailing important things to do before, during and after a trip.

Our education website contains a wealth of information for members of group plans and anyone wishing to learn more about group insurance, group retirement savings and aspects contributing to greater total wellbeing.

Creating value for organizations, this reference space reflects our commitment to meeting plan members’ need for information and education.

Webinar series

In addition to articles, tips and insights, the site is the hub for signing up for our webinars on various topics such as mental health, budgeting, the basics of group insurance, women and investing and more. These 11 sessions were spread out throughout 2025.

During Financial Literacy Month in November, we presented a series of four webinars on the theme of Thriving in Retirement. These webinars enabled more than 1,500 people to explore the four pillars of effective planning for this important stage of life: financial, physical, mental and social aspects.

Find out more about our past and future webinars.

We developed resources demonstrating the importance of integrating financial wellbeing into group retirement savings plans to raise awareness of financial health issues:

We created content highlighting the importance of taking care of one's mental health and understanding the factors that can contribute to improving it:

In November, Financial Literacy Month in Canada, we ran an awareness campaign on retirement planning based on four components that form the foundation for a peaceful, rewarding and sustainable retirement: financial security, physical health, mental wellbeing and social life.

Theme of the campaign: Thriving in Retirement

Our goal was to help people better understand these issues, focusing not only on financial aspects, but also on total wellbeing.

The series was a great success, with more than 1,500 attendees and received great feedback on how practical and relevant the content was. To view the recordings:

  1. Securing Your Future: mastering financial strategies for a worry-free retirement open_in_new
  2. Active Aging: wellness and physical health in retirement open_in_new
  3. Retirement – The Next Step: nurturing your mental and emotional health open_in_new
  4. Your Next Chapter: navigating and embracing a fulfilling retirement lifestyle open_in_new

Products and services

We offer the group First Home savings Account (FHSA) to help sponsors provide a savings solution that allows their members to save and maximize their down payment for purchasing a home.

Discover how the group FHSA can positively impact an individual’s homeownership journey open_in_new

Explore its benefits

Since September 2025, we offer the personalized advice service My Financial Insight to all plan members who benefit from our standard service offering1.

We have also enhanced this offer to provide even more holistic support, designed to promote plan members’ financial wellbeing by considering all their needs and adopting a caring, personal and personalized approach.

Read our article.

Consult this brochure file_download intended for plan members.

1 The standard service offering refers to plans that offer the Transit program.

We improved the ATTITUDE portfolios to offer an investment solution that is simplified, high-performing and adapted to an ever-changing economic environment.

Key changes:

  • Reduced risk profiles from five to three
  • Redefined the glide path to support long-term growth
  • Revised asset allocation to maintain optimal diversification
  • Reviewed underlying funds to strengthen performance

These improvements position ATTITUDE portfolios among the most competitive life cycle solutions in the Canadian market.

Symbiosis allows sponsors and administrators to consolidate their group insurance and retirement savings plans in one place, creating a comprehensive and simplified employee benefits experience at a competitive price.

More and more organizations are looking to combine all their employee benefits under the same provider. Always attentive to your needs, we offer an integrated and customizable solution that is unique in the market.

The distinctive advantages of Symbiosis

  • A one-of-a-kind employee benefits solution that supports members’ total wellbeing
  • An Elite service that offers a top-tier experience for you and your employees, with the option of a single point of contact and full access to our services
  • Streamlined administration through access to a data exchange solution, flexible plan management tools and comprehensive plan monitoring (governance meetings and consolidated reports)
  • Hassle-free implementation
  • Dedicated communications and education team
  • Competitive pricing and allowances

Discover the program, its eligibility criteria and advantages.

Plan management

Our investment specialists continuously monitor the investment funds we offer our Group Savings and Retirement clients. They make sure that the high-quality standards they have established are met and that the fund offering remains comprehensive, distinctive and competitive.

With this in mind, we have made changes to our fund lineup:

  • Addition of fourteen investment funds to our standard lineup
  • Closure of three investment funds with transfer of amounts invested to a replacement fund

To learn more about the new funds, consult this document file_download.

The group retirement savings industry is rapidly evolving, as are the expectations of regulators. With the publication of Guideline No. 3 for Capital Accumulation Plans open_in_new, the Canadian Association of Pension Supervisory Authorities (CAPSA) provides a framework for governance and sets the new standard for managing capital accumulation plans and their risks.

We have developed a leaflet file_download providing a clear and practical summary of the changes to Guideline No. 3 and published articles to guide you in its application.

The Resource centre for plan administrators and sponsors provides plan administrators and plan sponsors with access to a variety of content to help them find answers to their questions about day-to-day management of plans.

In addition to regularly adding new content to the site, we now offer promotional materials for webinars that plan administrators and sponsors can share with plan members.

The self-service content includes:

  • Video tutorials on fundamental topics
  • Frequently asked questions covering everyday administrative tasks, plan member support and more
  • Webinar sign-up information for plan administrator training
  • Promotional material about the webinars to be sent to plan members

Discover the Resource centre for plan administrators and sponsors.

Client experience

Our thought leadership space, which informs and inspires, is celebrating its first anniversary!

In the past year, we have published:

  • 4 white papers packed with evidence-based data and practical solutions, designed to optimize group plans and support strategic decision-making
  • 22 articles showcasing the sharp analyses of our experts on the important issues shaping the group retirement savings and group insurance industry

And this is just the beginning! We will continue to help organizations turn ideas into action.

Be inspired by our experts

As part of our ongoing efforts to offer group retirement savings plan members more self-serve flexibility in managing their accounts, we recently started deploying online withdrawal functionalities in both our secure environments—the iA Mobile app and the My Client Space website.

Phase 1 of this deployment was completed in November. Group TFSA plan members can now withdraw in both the iA Mobile app and My Client Space, having entered their banking information to enable deposits to their bank account.

Phase 2, during which we will roll out similar functionalities for group RRSPs and non-registered savings plans, is scheduled for the second quarter of 2026.

Protecting personal information is a priority for us. We have implemented an additional security measure to strengthen the control of access to the Advisor Centre granted from the delegation tool. If not used, these accesses must be renewed once a year to remain in effect.

In addition to secure messaging in My Client Space, we are now using a secure information exchange platform to share confidential or sensitive information with our clients. It operates through a highly secure authentication process to control access to the information transmitted.

We have improved the performance of My Client Space to provide a more seamless online experience and faster response times.

Insights

Trends, issues, unique viewpoints, diverse and innovative solutions: Content that combines our know-how with a visionary perspective to better understand the evolution of the industry and inspire action.

Discover our white papers on industry issues

Be inspired by our experts

A look ahead to 2026

Group Insurance

  • Weight management: new program
  • Virtual health: review of our offers
  • Small business solution: new simplified offer
  • Prior authorization for drugs: simplified forms
  • New partnerships: for chronic illnesses and other wellness support services
  • Webinars: three new topics – weight management, women’s health and newcomers’ eligibility for government programs

Group Savings and Retirement

  • Online withdrawals: new functionalities added for certain plans
  • Retirement simulator: new version offering greater flexibility
  • Small business solution: new simplified offer
  • Decumulation offer: evolution of our solutions
  • Fund lineup: continuous enhancement of our fund lineup

iA Financial Group, a partner of choice

We help you get ahead by offering your clients innovative total wellbeing solutions to meet ever-changing needs. We join forces with you to offer a simplified, personal client experience that puts listening, trust and technology at the heart of what we do.

Partnering with iA Financial Group means combining your expertise with ours to grow your business.