iA Financial Group

iA Financial Group is one of the largest insurance and wealth management groups in Canada.

Type of enterprise Holding corporation
Products and services n/a
Year founded 2018
Year of acquisition n/a
Location (main office) 1080 Grande Allée West
Quebec City, QC G1S 1C7
Telephone 418 684-5000
1 800 463-6236
Territory served Quebec
Regulatory authority n/a
Website ia.ca

Industrial Alliance Insurance and Financial Services Inc.

Type of enterprise Life and health insurance corporation and financial services provider
Products and services Industrial Alliance Insurance and Financial Services Inc. offers products and services in the following sectors:

  • Personal insurance
  • Individual wealth management
  • Group insurance (employee plans, dealer services and special markets solutions)
  • Group savings and retirement
  • Auto and home insurance
Year founded 1892
Year of acquisition n/a
Location (main office) 1080 Grande Allée West
Quebec City, QC  G1S 1C7
Telephone 418-684-5000
1-800-463-6236
Territory served Canada
United States
Regulatory authority Autorité des marchés financiers (AMF)
Website ia.ca

Industrial Alliance Pacific General Insurance Corporation

Type of enterprise General insurance corporation
Products and services Creditor insurance, extended warranties, replacement insurance
Year founded 1981
Year of acquisition 2001
Location (main office) 925 Grande Allée West
Quebec City, QC  G1S 1C7
Telephone 418-684-5000
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)

The Excellence Life Insurance Company

Type of enterprise Life and health insurance corporation
Products and services Life and health insurance sold to individuals or through businesses and professional organizations
Year founded 1963
Year of acquisition 2008
Location (main office) 1611 Crémazie East Boulevard, Suite 900
Montreal, Quebec  H2M 2P2
Telephone 514-327-0020
1-800-465-5818
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website iaexcellence.com

Industrial Alliance Auto and Home Insurance Inc.

Type of enterprise General insurance corporation
Products and services Property, casualty, third-party liability, and auto insurance, and legal assistance and expenses insurance
Year founded 1973
Year of acquisition n/a
Location (main office) 925 Grande Allée West, Suite 230
Quebec City, QC  G1S 1C1
Telephone 418-650-4600
1-800-463-4382
Territory served Quebec
Regulatory authority Autorité des marchés financiers (AMF)

Industrial Alliance Trust Inc.

Type of enterprise Trust corporation and deposit taking corporation
Products and services Demand and term deposits for selected distributors; selected complementary trust services for iA Financial Group affiliates
Year founded 1999
Year of acquisition n/a
Location (main office) 1080 Grande Allée West
Quebec City, QC  G1S 1C7
Telephone 418-684-5000
Territory served Canada
Regulatory authority Office of the Superintendent of Financial Institutions (OSFI)
Canada Deposit Insurance Corporation (CDIC)
Website iatrust.ca

PPI Management Inc.

Type of enterprise Insurance brokerage agency
Products and services Life and health insurance, group insurance, savings and retirement plans and segregated funds of most Canadian insurers. Advanced planning and concepts, and specialized concierge services for the high-net-worth market
Year founded 1978
Year of acquisition 2018
Location (main office) 2235 Sheppard Avenue East, Suite 1200
Toronto, ON  M2J 5B5
Telephone 416-494-7707
1-888-887-3892
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website www.ppi.ca

Michel Rhéaume et associés ltée (MRA)

Type of enterprise Insurance brokerage agency
Products and services Disability and life insurance sold to members of associations or professional organizations in Quebec
Year founded 2003
Year of acquisition 2008
Location (main office) 1611 Crémazie Boulevard East, Suite 800
Montreal, QC  H2M 2P2
Telephone 514-329-3333
1-800-363-5956
Territory served Quebec
Regulatory authority Autorité des marchés financiers (AMF)
Website cabinetmra.com

Invisor Insurance Services Inc.

Type of enterprise Insurance Agent
Products and services Life, health and disability insurance sold to individuals
Year founded 2015
Year of acquisition 2018
Location (main office) 103-1320 Cornwall Road
Oakville, ON  L6J 7W5
Telephone 1-866-611-5431
Territory served Ontario and Manitoba
Regulatory authority Financial Services Commission of Ontario (FSCO)
Website invisor.ca

iA Advantages Insurance Firm Inc.

Type of enterprise General Insurance Agent
Products and services Property insurance, fire insurance, liability insurance and automobile insurance
Year founded 1956
Year of acquisition N/A
Location (main office) 801 Grande Allée West, Suite 300
Quebec, QC  G1S 1C1
Telephone 418-687-7976
Territory served Quebec
Regulatory authority Autorité des marchés financiers (AMF)

Prysm general insurance Inc.

Type of enterprise General insurance and claim adjustment
Products and services Property insurance, fire insurance, liability insurance, automobile insurance and legal insurance and assistance
Year founded 2015
Year of acquisition N/A
Location (main office) 925 Grande Allée West, Suite 230
Quebec, QC  G1S 1C1
Telephone 418-650-4600
Territory served Quebec
Regulatory authority Autorité des marchés financiers (AMF)
Website prysmassurances.ca

iA Auto Finance Inc.

Type of enterprise Deposit taking corporation
Products and services

Car loans for non-traditional clientele

Year founded 2010
Year of acquisition 2015
Location (main office) 1303 North Service Road East, Suite 200
Oakville, ON  L6H 1A7
Telephone 905-815-9510
1-855-378-5626
Territory served Canada
Regulatory authority n/a
Website iaautofinance.ca

iA Clarington Investments Inc.

Type of enterprise Investment fund and portfolio manager corporation
Products and services Mutual and segregated funds and portfolio manager
Year founded 1999
Year of acquisition 2005
Location (main office) 522 University Avenue, Suite 700
Toronto, ON  M5G 1Y7
Telephone 416-860-9880
1-888-860-9888
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website iaclarington.com

This subsidiary also operates under the trademark iA Wealth.

Industrial Alliance Investment Management Inc.

Type of enterprise Investment fund manager and advisor corporation
Products and services Portfolio management for iA Financial Group general funds, mutual funds and segregated funds; supervision of external investment managers of mutual funds sold through group affiliates
Year founded 1999
Year of acquisition 2004
Location (main office) 1080 Grande Allée West
Quebec City, QC  G1K 7M3
Telephone 418-684-5000
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website ia.ca

FundEX Investments Inc.

Type of enterprise Mutual fund brokerage corporation
Products and services Funds from most major Canadian mutual fund managers
Year founded 1995
Year of acquisition 2004
Location (main office) 400 Applewood Crescent, 3rd Floor
Vaughan, ON  L4K 0C3
Telephone 905-305-1651
1-800-324-6048
Territory served Canada
Regulatory authority Ontario Securities Commission (OSC)
Mutual Fund Dealers Association of Canada (MFDA)
Website fundex.com

This subsidiary also operates under the trademark iA Wealth.

Industrial Alliance Securities Inc.

Type of enterprise Securities dealer corporation
Products and services Brokerage of stocks, bonds and mutual funds for retail and institutional clients; advisory and management accounts; institutional capital markets, research and investment banking
Year founded 1970
Year of acquisition 2002
Location (main office) 2200 McGill College Avenue, Suite 350
Montreal, QC  H3A 3P8
Telephone 514-499-1066
1-800-361-7465
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF), Investment Industry Regulatory Organization of Canada (IIROC)
Website iasecurities.ca

This subsidiary also operates under the trademark iA Wealth.

Investia Financial Services Inc.

Type of enterprise Mutual fund brokerage agency
Products and services Funds from most major Canadian mutual fund managers
Year founded 1988
Year of acquisition n/a
Location (main office) 6700 Pierre-Bertrand Blvd, Suite 300
Quebec City, QC  G2J 0B4
Telephone 418-684-5548
1-888-684-5548
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Mutual Fund Dealers Association of Canada (MFDA)
Website investia.ca

This subsidiary also operates under the trademark iA Wealth.

Forstrong Global Asset Management Inc.

Type of enterprise Portfolio manager corporation
Products and services Actively managed exchange-traded fund portfolios
Year founded 2001
Year of acquisition 2013
Location (main office) 307 Banks Road, Suite 206
Kelowna, BC  V1X 6A1
Telephone 1-888-419-6715
Territory served Canada
Regulatory authority British Columbia Securities Commission (BCSC)
Website forstrong.com

T.E. Wealth (a trade name and trademark of iA Investment Counsel Inc.)

Type of enterprise Financial consultant corporation 
Products and services Financial, tax, retirement, successor and estate planning, asset protection, insurance portfolio, investment counseling services
Year founded 1972
Year of acquisition 2013
Location (main office) 26 Wellington Street East, Suite 710
Toronto, ON  M5E 1S2
Telephone 416-366-1451
Territory served Canada
Regulatory authority n/a
Website tewealth.com

Leon Frazer & Associates
(a trade name of iA Investment Counsel Inc.)

Type of enterprise Portfolio manager corporation
Products and services Institutional investment management for mutual, pension and labour-sponsored funds; investment management for individuals, trusts, foundations and private estates
Year founded 1939
Year of acquisition 2013
Location (main office) 26 Wellington Street East, Suite 800
Toronto, ON  M5E 1S2
Telephone 416-864-1120
Territory served Canada
Regulatory authority Ontario Securities Commission (OSC)
Website leonfrazer.com

Invisor Investment Management Inc.

Type of enterprise Portfolio manager corporation 
Products and services Online, goal-based investment management services, including RRSPs, RESPs, TFSAs, RRIFs, LIRAs, and non-registered accounts. Portfolios constructed primarily using exchange-traded funds.
Year founded 2014
Year of acquisition 2018
Location (main office) 103-1320 Cornwall Road
Oakville, ON  L6J 7W5
Telephone 1-866-611-5431
Territory served Canada
Regulatory authority Ontario Securities Commission (OSC)
Website invisor.ca

IA American Life Insurance Company

Type of enterprise Accident, life and health insurance company
Products and services Accident, life and health, annuities
Year founded 1980
Year of acquisition 2008
Location (main office) 17550 North Perimeter Drive, Suite 210
Scottsdale, AZ  85255
USA
Telephone 480-473-5540
1-888-473-5540
Territory served United States
Regulatory authority Texas Department of Insurance
Website iaamerican.com

American-Amicable Life Insurance Company of Texas

Type of enterprise Life insurance corporation
Products and services Life insurance, annuities
Year founded 1910
Year of acquisition 2010
Location (main office) 425 Austin Avenue, PO Box 2549
Waco, TX  76702
USA
Telephone 254-297-2777
1-800-736-7311
Territory served United States
Regulatory authority Texas Department of Insurance
Website americanamicable.com

Southwest Reinsure, Inc.

Type of enterprise Service contract, guaranteed asset protection, and financial and insurance products administrator
Products and services Service contracts, guaranteed asset protection, financial and insurance products
Year founded 1985
Year of acquisition 2018
Location (main office) 2400 Louisiana Blvd NE, Bldg 4, Suite 100
Albuquerque, NM  87110
USA
Telephone 1-877-881-2244
Territory served United States
Regulatory authority New Mexico Secretary of State
Website www.southwestre.com

Dealers Assurance Company

Type of enterprise Property and casualty insurance company
Products and services Contractual liability insurance for service contracts, guaranteed asset protection, financial and insurance products
Year founded 1935
Year of acquisition 2018
Location (main office) 15920 Addison Road
Addison, TX  75001
Telephone 1-800-282-8913
Territory served United States
Regulatory authority Ohio Department of Insurance
Website www.dealersassurance.com