Your investment options at iA

Your investment instructions at iA Financial Group will be set up as the Growth ATTITUDE Portfolio closest to a retirement age of 65. If you wish to change these investment instructions prior to the transfers from Great-West Life, you may do so starting on March 1. If you do not select your own investment options, your assets will be seamlessly transferred to the Growth ATTITUDE Portfolio at iA Financial Group. These investment instructions will apply to the transfer of your current savings, as well as future contributions.

Two ways to choose your investments

The above investment instructions were selected by your employer to cover the needs of the average investor. However, they might not be the ideal fit for you and your financial goals. Therefore, we encourage you to validate these instructions as follows. Depending on your level of knowledge about investment funds and how much time you want to devote to tracking stock market returns (or not), you can opt for the simplified mode or the advanced mode. To better know what type of investor you are and make sure you choose the best solution for you, we suggest that you first complete your Investor Profile questionnaire.

If you were familiar with the investment funds offered by your former provider, Great-West Life, you can refer to the comparable fund listing to identify the comparable funds offered by iA Financial Group.

Simplified mode Choose from 5 pre-built portfolios

What does this involve?

  • This is a ready-made solution that is fully managed for you by investment specialists.
  • You’ll be offered a predetermined portfolio based on your investor profile.
  • All you need to do is indicate your investment style and specify the age at which you want to retire.

What are the features and benefits?

  • Portfolios made up of funds managed by reputable fund managers
  • Optimal diversification to minimize the risk associated with market fluctuations
  • Automatic quarterly rebalancing to make sure your investments align with your investor profile
  • Quarterly evolution of the portfolio to gradually reduce the risk as you get closer to retirement

Ideal if you have limited knowledge or are not interested in the stock markets and/or market returns

To choose the simplified mode

  • Log into My Client Space
  • Access the Group Savings and Retirement dashboard
  • Click on Investments, then Change
  • Use the simplified mode to choose your investments

Advanced mode Choose from a vast array of funds

What does this involve?

  • This is an à la carte solution entirely managed by you.
  • Based on the recommended asset allocation for your investor profile, you make your own choices from all of the available investment options for your plan.

What are the features and benefits?

  • Freedom to choose any of the funds and investment options selected by your employer
  • Higher level of knowledge required about investment funds, stock markets and the economy in general

Ideal if you’re looking for full control over your savings strategy

To choose the advanced mode

  • Log into My Client Space
  • Access the Group Savings and Retirement dashboard
  • Click on Investments, then Change
  • Use the advanced mode to choose your investments

Have you completed your Investor Profile questionnaire lately?

The foundation of your investment strategy

Over time, your financial situation and goals may change. Depending on your age, where you’re at in your career and the life events that can unfold, your investor profile may evolve, which means you need to adjust your investment strategy.

Why is it important?

If your investment strategy is no longer adapted to your current situation, you might miss out on investment opportunities or expose your savings to too much risk. Consequently, if you have never completed the Investor Profile questionnaire or have not reviewed your investor profile recently, today is a great time to take charge of your investment strategy.

How do I complete my Investor Profile questionnaire?

It couldn’t be easier! Simpy log into My Client Space and answer 8 quick questions under Your Investor Profile questionnaire. Your results will appear immediately after you complete the questionnaire. You can then make changes to your account so that you align your investment mix to your investment risk tolerance.