iAtoday
Starting September 2025, we will offer the personalized advice service to all members who benefit from our standard service offering. At the same time, we are enhancing our service offering to provide even more holistic support, designed to promote the financial wellbeing of plan members by addressing their full range of needs.
This service, now called My Financial Insight (or Ma stratégie financière in French), reflects our commitment to provide a caring, human and personalized approach. Our team of specialists builds lasting relationships of trust by taking the time to understand and respect each person’s unique financial and family circumstances, supporting them in making informed decisions and achieving their goals.
To learn more, read our article Financial advice: a key pillar of total wellbeing, posted in our Insights thought leadership space.
You can also contact your Account Executive to discuss it further.
Please note that we will send a communication to plan sponsors for whom the service will be added by mid-September 2025. A contract amendment will also be sent to them.
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Since 1952, organizations wanting to go beyond traditional plan management have been able to rely on our retirement savings experts across the country. They benefit not only from their expertise, but also from service that provides unparalleled peace of mind and a strategic approach that turns their benefits into a competitive advantage. |
Also in this issue
- Appointments | Three new additions to our team
- Advisor Centre | New feature in the delegation tool
- New developments for ATTITUDE portfolios
- Financial advice: a key pillar of total wellbeing
- Retirement planning | Upcoming information sessions
- Quarterly Update | June 30, 2025 edition now available
- Asset management | Mawer announces executive leadership changes
- Asset management | Mawer announces portfolio management changes
- Menopause in the workplace | Our expert’s analysis
- Women’s health | Our pharmacist at the Toronto Benefits Summit 2025