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IA Financial Group - Who they are

Spotlight on - IA Financial Group

July 16, 20241 min read

Exploring iA Financial Group: A Legacy of Innovation and Client Focus

Who is iA Financial Group?

Founded in 1892, iA Financial Group is one of Canada’s largest insurance and wealth management companies, with operations extending into the United States. Headquartered in Quebec City, it is a publicly traded company listed on the Toronto Stock Exchange under the symbols IAG and IAF.

Comprehensive Services

iA Financial Group offers a broad range of services including:

  • Individual Insurance: Life, disability, and critical illness insurance.

  • Wealth Management: Savings and investment solutions.

  • Group Insurance: Employee plans, dealer services, and special markets solutions.

  • Group Savings and Retirement: Tailored retirement solutions.

  • US Operations: Focused on insurance and dealer services.

  • Subsidiary: iA Auto and Home for property and casualty insurance.

Commitment to Excellence

iA Financial Group is driven by its mission to ensure clients' confidence and security regarding their financial future. Their values—client centricity, inspired teams, learning agility, and high performance—guide their operations. The company adopted Lean management principles in 2010 to continuously improve and meet client expectations effectively.

Financial Strength and Growth

With over $229 billion in assets and more than 5 million clients as of March 2024, iA Financial Group showcases robust financial health and extensive market reach. Their stock performance has significantly outpaced the S&P/TSX benchmark since their listing, reflecting their strategic growth and investor confidence.

Conclusion

iA Financial Group’s rich history, comprehensive service offerings, and unwavering commitment to client satisfaction and continuous improvement make it a standout in the financial services industry. Their blend of human and digital experiences ensures they meet the evolving needs of their diverse clientele.

For more information, visit iA Financial Group.

Financial PlanningRetirement PlanningLife InsuranceCritical Illness InsuranceDisability InsuranceSegregated FundsInvestmentsRRSPTFSARESP
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Mike Plume

With over 20 years of experience, Mike Plume, founder of Plume Financial, specializes in financial planning, retirement strategies, and wealth management. He offers personalized advice to help clients secure their financial future. Schedule your complimentary financial consult today at https://plumefinancial.ca/meeting

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