Quebec City-based Industrial Alliance Insurance and Financial Services Inc. (IA Financial Group) is expanding access to its My Retirement website to all individual and group services clients, the company announced on Wednesday.
The website is designed to enhance retirement planning by offering financial and non-financial advice for various life stages, a toolbox to help clients plan their savings and a retirement preparation assessment questionnaire.
The website has been available to IA Financial group plan members since the start of 2018.
“The My Retirement website is a reference tool for clients and supports our advisors in working toward our shared goal — increasing the financial literacy of our clients and supporting them throughout all the stages of their lives,” says Manon Gauthier, senior vice president of individual savings and retirement, in a statement.
“It’s important to point out that this website is part of an overall approach that aims to improve the financial well-being of our clients and fits into our CoPilot guidance program,” says Valérie Lelièvre, senior director of marketing, communications and product development of group benefits and retirement solutions.
CoPilot is also a new program and was created to support clients during job changes or retirement.