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Group retirement plans

My Financial Insight

Personalized financial advice to help your employees plan confidently for the future
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Clear guidance with confidence

Financial stress is rising among Canadians and your employees are carrying more than just their workload. As a plan sponsor, you can help. Not just with benefits—but with peace of mind.

My Financial Insight offers personalized advice from our qualified specialists, helping employees feel confident and secure about their finances.

Did you know?

In 2025, 42% of Canadians main source of stress was money.

(Source: FP Canada™ 2025 Financial Stress Index)

Who are our specialists? 

Our fully qualified specialists are salaried employees of iA Financial Group, committed to providing trusted, high-quality support that meets your employees’ needs and fosters long-lasting relationships.

What does My Financial Insight offer?

General advice

From building a personal savings strategy to optimizing contributions to their group plan, our specialists help employees navigate their options with confidence. They can also provide guidance on additional services, such as life insurance, disability insurance, education savings and more.

Investment advice

Our specialists review employees’ savings portfolios and help them better understand their investment choices to support their financial goals.

Retirement advice

Our specialists help employees understand retirement projections, planning considerations and decumulation options.

Working together to help support your employees

More than just benefits, My Financial Insight can help:

  • Reduce financial stress
  • Support engagement and retention 
  • Increase the value of the group plan 
  • Invest in employees’ total wellbeing  

84% of Canadian plan members expect their employer to support their health and well-being beyond simply providing a benefits plan.

(Source: 2025 Benefits Canada Healthcare Survey)

Why Choose My Financial Insight?

  • Qualified specialists you can trust

    Our team of experienced and qualified specialists provide guidance employees can rely on. 

  • Personalized strategies for every employee

    We tailor financial advice and solutions to each employee’s unique goals, life stage, and priorities. 

  • Dedicated, one‑on‑one support 

    Employees receive ongoing access to expert support, when and how they need it. 

  • Long‑term relationships, not one‑time advice

    We focus on building lasting relationships that evolve with employees’ financial needs over time.

Contact us for more information

Frequently Asked Questions

My Financial Insight covers a range of services, including:

General advice:

  • Analysis of the employee’s current financial situation based on the information provided
  • Recommendations for optimizing plan contributions
  • Recommendations for saving for specific goals
  • Assistance in transferring assets to the group plan (if allowed)
  • Needs analysis
    • Life insurance
    • Health and disability insurance
    • Savings and retirement

Investment advice:

  • Analysis of current investments and their performance
  • Preparation and analysis of the employee’s investor profile and financial needs
  • Recommendations concerning funds and investment strategies
  • Advice on optimizing investment options

Retirement advice:

  • Preparation of retirement income projections
  • Recommendations on decumulation options and strategies
  • Assessment of retirement needs
  • Recommendations to non-retirees and preparation of a personalized report for those over 55

Our specialists are all licensed by the regulatory authorities in their province (life and health insurance representative or financial security advisor in Quebec) and are required by their regulatory authorities to earn Continuing Education Credits (CE Credits).

The team currently serves all provinces, as well as the Northwest Territories.

Our specialists are salaried employees of iA Financial Group. They may be eligible for a performance bonus.

No, it’s included as part of a group retirement savings plan offering.

The My Financial Insight team is fully responsible for the advice provided to employees and the recommendations they make. Professional liability coverage is assumed by iA Financial Group.