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iA Financial Group

Canadian insurer and wealth manager

Overview

iA Financial Group is a large insurer and wealth manager operating in Canada, with a presence in the United States. It offers a range of insurance products (such as life, health, and property and casualty) and wealth management services, including investments and financial planning, to individuals and businesses. The company serves customers through its insurance and asset management products, helping clients protect against risks and grow their savings and investments over time. iA Financial Group differentiates itself by its long history (founded in 1892), its scale as one of the largest players in Canada, and its status as a publicly traded company on the Toronto Stock Exchange (tickers IAG for common shares and IAF for preferred shares), with operations spanning Canada and the United States. Its goal is to provide reliable insurance protection and growth-focused wealth management solutions to a broad client base, aiming to be a leading financial services group in North America.

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About iA Financial Group

Simplify's Rating
Why iA Financial Group is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Quebec City, Canada

Founded

1892

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What believers are saying

  • Q3 2026 core EPS rose 16% to $4.03, with 17.6% core ROE.
  • Wealth Management core earnings climbed 21%; AUA and AUM reached $375 billion.
  • Management raised the dividend 7% and renewed a five-percent buyback on November 9, 2026.

What critics are saying

  • Q3 2026 net income fell 26%; integration charges hit $10 million.
  • Solvency fell to 131% after debenture redemption and buybacks, tightening capital flexibility.
  • If RF Capital advisors leave during Nobelia Wealth rebranding, wealth-growth momentum breaks quickly.

What makes iA Financial Group unique

  • iA Financial Group crossed $50 billion in segregated-fund AUM in September 2026.
  • Its three-platform advisor model, including Nobelia Wealth, broadens distribution across Canada.
  • The September 2025 RF Capital deal deepens wealth distribution and integrated technology capabilities.

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Funding

Total Funding

$156.3M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match

Stock Price

Company News

Yahoo Finance
Nov 9th, 2026
iA Financial Group Q3 core EPS up 16% to $4.03, dividend raised 7%

iA Financial Group reported third-quarter core earnings of $356 million, with core diluted earnings per share of $4.03, up 16% from a year earlier. Net income attributed to common shareholders was $255 million, and diluted earnings per share were $2.89, down 26%. Wealth Management led growth. Its core earnings rose 21% on $4.0 billion in gross sales and favourable markets. Assets under management and administration reached $375 billion, up 30% in 12 months. Net premiums, premium equivalents and deposits rose 16% to nearly $6.1 billion. Organic capital generation was $180 million in the quarter and $515 million year to date, against a 2026 target of more than $700 million. The Quebec City-based insurer raised its common dividend 7% and renewed its share buyback programme for up to 5% of outstanding shares. Its solvency ratio was 131%.

BNN Bloomberg
Oct 27th, 2026
iA Financial Group expands its segregated fund lineup with the addition of five new investment options.

iA Financial Group expands its segregated fund lineup with the addition of five new investment options. Published: October 27, 2026 at 1:02p.m. EDT QUEBEC CITY-(BUSINESS WIRE)- iA Financial Group (TSX: IAG) announces the addition of five new investment options to its segregated fund lineup. These additions further strengthen a lineup built on strong investment performance, diversity, innovation and responsiveness to the evolving needs of advisors and clients. "The expansion of our segregated fund offering reflects our commitment to delivering innovative, diversified investment solutions that evolve alongside the needs of investors and advisors. It also builds on the continued success of our segregated fund lineup, which recently surpassed $50 billion in assets under management," said Charles Parent, Senior Vice-President, Products, Growth Strategy and Architecture, Individual Insurance, Savings and Retirement at iA Financial Group. These new solutions address a broad range of investment needs, whether investors are seeking enhanced growth potential, income generation, access to global markets, lower-cost options or opportunities to invest in accordance with specific values and principles. The new funds are: Fidelity Global Equity+iA Financial Group enhances its lineup with Fidelity Global Equity+, an all-in-one global investment solution that brings together the portfolio management expertise of David D. Wolf, Daniel Dupont, Hugo Lavallée and Mark Schmehl. The fund combines traditional equities with liquid alternative strategies, providing exposure to multiple potential sources of return while reducing reliance on any single investment style or philosophy. U.S. Mid-Cap Growth Equity (RBC)iA Financial Group expands its lineup with RBC U.S. Mid-Cap Growth Equity, filling a gap in its offering by adding exposure to the U.S. mid-cap growth segment. Actively managed by RBC Global Asset Management, the fund provides investors with exposure beyond large-cap companies and seeks to generate long-term capital growth. Indexia International Equity (iA)iA Financial Group rounds out its lineup with Indexia International Equity, which provides broad exposure to developed and emerging markets outside the United States through a simple, transparent and competitively priced, index-based approach. The fund give investors access to thousands of international securities through a single investment option, helping them achieve greater geographic diversification within their portfolios. Islamic Equity Index ACWI (BlackRock)With the launch of the BlackRock ACWI Islamic Equity Index Fund, iA Financial Group makes its segregated fund offering more accessible and inclusive. This solution provides diversified exposure to global equities while adhering to Islamic investment principles, giving investors an additional option to align their portfolios with their investment preferences and principles. Corporate Value Bond (Canso)iA Financial Group broadens its lineup with the Canso Corporate Value Bond; a solution built on specialized expertise in corporate credit. Drawing on fundamental research and a value-focused approach, it is designed to seek out opportunities across diverse credit sectors. It helps diversify the fixed-income component of a portfolio while seeking to generate income and preserve capital. About iA Financial GroupiA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares). iA Financial Group is a business name and trademark of iA Financial Corporation Inc. _____________________________ 1 Assets under management is a supplementary financial measure defined as all assets with respect to which the company establishes a contract with a client and makes investment decisions for amounts deposited in this contract. View source version on businesswire.com: https://www.businesswire.com/news/home/20261027160556/en/ Investor Relations Caroline Drouin Office phone: 418-684-5000, ext. 103281 [email protected] Public Affairs Chantal Corbeil Office phone: 514-247-0465 [email protected] Business Wire

GlobeNewswire
Oct 27th, 2026
Nicola Real Estate welcomes iA Financial Group as partner in fully leased GTA industrial property.

Nicola Real Estate welcomes iA Financial Group as partner in fully leased GTA industrial property. Joint venture reflects Nicola Real Estate's ongoing strategy of partnering with Canadian institutional investors and family offices. October 27, 2026 06:00 ET | Source: Nicola Wealth Toronto, ON, Oct. 27, 2026 (GLOBE NEWSWIRE) - Nicola Real Estate is excited to announce a new partnership with iA Financial Group (iA) on 901 Hopkins Street, a fully leased, 293,000-square-foot industrial building in Whitby, Ontario. The property is the first investment between the two firms and marks another institutional investor joining Nicola Real Estate. The joint venture pairs Nicola Real Estate's vertically integrated platform with iA's institutional investment capabilities, bringing together two established organizations with a shared long-term perspective. "This partnership speaks to the strength of the property and iA's confidence in our real estate team," said Ron Bastin, Managing Director, Nicola Real Estate. "We are pleased to welcome iA, whose standards align closely with our own, and look forward to growing this relationship in the years ahead." "We are pleased to partner with Nicola Real Estate on this property," said Claude Sirois, Managing Director, Real Assets and Private Equity, iA Global Asset Management. "901 Hopkins Street provides an opportunity to invest alongside an experienced real estate partner in a modern industrial facility in an important Canadian market, which aligns with our real estate portfolio diversification strategy. A High-quality Industrial Asset in a Strategic Location Completed in 2024, the building sits on a 13-acre site with access to Highways 401 and 412. Its 40-foot clear height, modern loading infrastructure, and efficient specifications are designed for contemporary warehousing and distribution. The property reached full occupancy with two tenants in 2025. Its location in the Greater Toronto Area (GTA), one of Canada's principal industrial and logistics markets, connects tenants to regional transportation infrastructure and a broad base of businesses and consumers. Enduring Partnerships with Canadian Institutional Capital The joint venture continues Nicola Real Estate's strategy of partnering with Canadian institutions, pension funds, and family offices. These relationships are central to how the firm pursues investment opportunities and builds a diversified portfolio. They span asset classes, markets, and stages of the real estate investment lifecycle, from acquiring and managing established income-producing assets to developing new properties where long-term demand fundamentals support investment. In addition to partnering on industrial properties, such as 901 Hopkins, Nicola Real Estate also partners with institutional capital on purpose-built rental developments in Vancouver and Victoria, contributing to the supply of professionally managed rental housing in British Columbia's major urban markets. About Nicola Real Estate Nicola Real Estate (NRE) is the in-house real estate team of Nicola Wealth, a premier Canadian financial planning and investment firm with over $17 billion in assets under management as of June 2026. NRE has an experienced and innovative team that sources and asset manages a growing portfolio of properties in major markets across North America. The diversified portfolio includes industrial, self-storage, multi-family rental apartments, retail, seniors housing, and office assets, exceeding $10 billion in gross asset value. For more information, please visit nicolawealth.com/real-estate. About Nicola Wealth Nicola Wealth is one of Canada's leading independent wealth management firms, managing over $17 billion in assets for high-net-worth individuals, families, and institutions. With advisors across BC, Alberta, and Ontario, the firm provides an institutional-style investment platform offering access to public and private asset classes including real estate, private equity, private debt, and commercial mortgages. For more information, please visit nicolawealth.com.

Investing.com
Oct 16th, 2026
iA Financial Group chief legal officer wins national award.

iA Financial Group chief legal officer wins national award. Published Oct 16, 2026, 11:16 AM (C) Reuters QUEBEC CITY - Isabelle Durand, chief legal officer at iA Financial Group, received the In-House Legal Leader of the Year award at the Canadian In-House Counsel Celebration held on October 8 in Toronto, according to a press release statement. The award is co-presented by the Canadian Bar Association In-House Lawyers and Legal 500. It recognizes legal leadership, strategic insight and legal expertise that advance ethical standards, innovation and organizational goals. Durand serves as senior vice-president, legal affairs, procurement and data governance and chief legal officer at iA Financial Group. The company's legal team operates across Canada and the United States, with expertise spanning corporate governance, mergers and acquisitions, investments, litigation, commercial agreements, employment, regulatory matters and government relations. "I am honoured to receive this recognition, which also reflects the expertise, commitment and collaborative spirit of our legal team," Durand said. "Every day, our team works alongside our business partners to enable growth, strengthen sound decision-making and help iA manage legal risk with discipline." The legal team recently supported the acquisition of RF Capital Group Inc., which the company described as one of Canada's largest acquisitions in wealth distribution. iA Financial Group is listed on the Toronto Stock Exchange under the ticker symbol TSX:IAG. Founded in 1892, the company operates in insurance and wealth management in Canada and the United States. +1.64 (+0.77%) Real-time Data · 11:58:34 · CAD Start trading IAG now See the trade on IAG, but can't pull the trigger? Most traders can read a chart. The hard part is the moment: entry window open, pattern forming, and you're still waiting for more confirmation. That's the conviction gap - and its chart analysis closes it. Unlike other AIs that just read data, its Vision AI literally "sees" your charts and hands you a complete trading plan: entry, stop-loss, and profit target in under 60 seconds. Know exactly what to do next, every time.

Financial Post
Oct 16th, 2026
iA Financial Group Chief Legal Officer Isabelle Durand named In-House Legal Leader of the Year.

iA Financial Group Chief Legal Officer Isabelle Durand named In-House Legal Leader of the Year. Business Wire Published Oct 16, 2026 * Isabelle Durand, Senior Vice-President, Legal Affairs, Procurement and Data Governance and Chief Legal Officer at iA Financial Group, has been named In-House Legal Leader of the Year at the fourth annual Canadian In-House Counsel Celebration, co-hosted by CBA In-House Lawyers and Legal 500. * The award recognizes Ms. Durand's leadership and the meaningful impact she continues to have at iA Financial Group and within the broader legal community. * The recognition also reflects the strength of iA Financial Group's legal team and its role in enabling the organization's growth while supporting sound governance and disciplined legal risk management. Story continues below QUEBEC CITY - iA Financial Group is proud to congratulate Chief Legal Officer Isabelle Durand on being named In-House Legal Leader of the Year at a celebration held on October 8 in Toronto. Top Stories Interested in more newsletters? Browse here. The award is part of the annual Canadian In-House Counsel Celebration and is co-presented by the Canadian Bar Association (CBA) In-House Lawyers and Legal 500. It honours legal leadership, strategic insight and legal expertise that advance ethical standards, innovation, and organizational and community goals. For iA, this recognition speaks to something bigger: a legal function that helps the organization look ahead, navigate complexity and turn ambition into action. "I am honoured to receive this recognition, which also reflects the expertise, commitment and collaborative spirit of our legal team," said Isabelle Durand, Senior Vice-President and Chief Legal Officer at iA Financial Group. "Every day, our team works alongside our business partners to enable growth, strengthen sound decision-making and help iA manage legal risk with discipline. I am proud of what we continue to accomplish together." iA Financial Group's legal team operates across Canada and the United States, with expertise spanning across all business lines as well as corporate governance, mergers and acquisitions, investments, litigation, commercial agreements, employment, regulatory matters and government relations. Recently, the team supported one of Canada's largest acquisitions in wealth distribution, RF Capital Group Inc. (Richardson Wealth). "Isabelle is a highly respected and trusted leader whose judgment, business acumen and collaborative approach have strengthened iA Financial Group," said Stephanie Butt Thibodeau, Executive Vice-President, Talent and Corporate Affairs, iA Financial Group. "Under her leadership, our legal team has become an even stronger strategic partner to the business, supporting our growth while reinforcing sound governance and disciplined risk management. This national recognition is richly deserved." The In-House Legal Leader of the Year recognition reinforces iA's ambition to build teams where talented professionals can take on meaningful challenges, broaden their impact and help shape what comes next. Story continues below About iA Financial Group iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares). View source version on businesswire.com: Information: Public Affairs Chantal Corbeil Phone: 514-247-0465

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