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balance

Financial wellness

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ATTITUDE portfolios

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PharmAssist Pro

Group savings and retirement

Financial wellness: Helping employees find their own balance and boosting engagement

Why has financial wellness become a major focus of employers’ workplace benefits strategies? With reduced financial stress, employees show increased engagement and productivity.

Although finding financial balance is important to group retirement savings plan members, understanding financial concepts requires time and effort as they must navigate through the overabundance of information available.

At iA Financial Group, we make it easier for members to find their balance by following logical, simple steps.

Our approach

Taking into account each member’s unique vision of financial wellness, our approach relies on four pillars:

  • Making your budget
  • Protecting your finances
  • Setting your financial goals
  • Planning your retirement

Tools to drive action

Plan members can access our simple educational content and intuitive tools based on the four pillars — directly in My Client Space, our secure website:

Financial Wellness Zone

  • Includes information and tips to enhance members’ financial literacy, as well as calculators to help them take action

Financial Wellness Assessment

  • Members can complete the four modules at their convenience, letting them progress at their own pace
  • They receive their overall financial health score and personalized action plans
  • They are also offered resources to help them adopt and maintain good financial habits

Expert support to engage members

Our financial educators can guide plan members as they assess their current situation, see their options and take action. They also reinforce employers’ efforts in creating a positive work environment, promoting their brand with employees, and engaging them toward achieving financial wellness — no matter what that means for them.

Group savings and retirement

The ATTITUDE portfolios, a high-performance, distinctive life cycle solution

One of the most advanced investment solutions in Canada

The popularity of the ATTITUDE portfolios has been growing steadily since their launch in 2007. Today, they are the default investment option in more than 80% of our clients' group retirement savings plans.

That's why our investment experts are continually improving our ATTITUDE portfolios, which have become a benchmark for life cycle solutions across the country.

Distinctive features of the ATTITUDE portfolios:

  • 5 investor profiles
  • Multi-management approach with renowned managers
  • 5 distinct categories of direct alternative investments
  • Risk reduction by asset class
  • Strategic asset mix glide path continuing 10 years after retirement
  • Fund of funds portfolios resulting in continuous fee reduction

Benefits for investors

This pre-built investment solution is designed to provide a well-diversified investment strategy for investors interested in a simplified solution. It also gives them access to funds developed by financial professionals and managed by renowned fund managers.

The composition of our 65 ATTITUDE portfolios adapts to plan members’ investor profile and automatically evolves according to the number of years before their retirement. They are a wise choice to help them stay on track to achieving financial well-being.

Pierre Payeur, Senior Vice-President, Fund Management and Oversight

For more information

Visit the ATTITUDE page

Group insurance

PharmAssist Pro, a unique, proactive approach to drug evaluation

The dual challenge for employers

Advances in pharmaceutical science mean that many diseases can now be treated in ways that greatly improve the quality of life of those affected.

However, despite generating fewer claims, the latest specialty drugs are very expensive and put significant upward pressure on group benefit plan costs. Employers want to provide their employees with access to the latest drugs as soon as they become available, but they must also ensure the financial sustainability of the drug plan.

Priority access to new drugs

Thanks to our team's expertise and proactivity in evaluating new drugs, the PharmAssist Pro program offers a unique approach to helping our clients achieve their goals.

In doing so, our experts:

  • Identify the most promising pharmaceutical innovations for our clients
  • Negotiate agreements with manufacturers to allow for prompt integration of new drugs into our clients' plans at the lowest possible cost
  • And they do it all even before the new drugs hit the market
  • PharmAssist Pro enables our clients to meet the dual challenge facing them: combining priority access to the latest treatment options with responsible plan cost management.

    Included in all our clients' drug plans, the PharmAssist Pro program is part of our complete drug management solutions offering, PharmAssist.

Frédéric Leblanc, Strategic Advisor, Drug Program Management

4 MILLION
CLIENTS

70 YEARS OF EXPERIENCE
managing group plans

4TH LARGEST
insurance company in Canada

8,000
EMPLOYEES across Canada

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