iA Financial Group and Subsidiaries

iA Financial Group

Type of enterprise Life and health insurance company and financial services provider
Products and services Life, health, critical illness, disability and mortgage insurance, savings and retirement plans, life and fixed-term annuities, segregated funds, term deposits, Registered Savings Plans (RSP), Education Savings Plans (ESP), Tax-Free Savings Accounts (TFSA), Registered Retirement Income Funds (RRIF), non-registered accounts
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

The Excellence Life Insurance Company

Type of enterprise Life and health insurance company
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) 5055 Métropolitain Blvd East, Suite 202
Montreal, QC  H1R 1Z7
Telephone 514-327-0020
1-800-465-5818
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website iaexcellence.com

Michel Rhéaume et associés ltée (MRA)

Type of enterprise Insurance brokerage company
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) 5055 Métropolitain Blvd East, Suite 200
Montreal, QC  H1R 1Z7
Telephone 514-329-3333
1-800-363-5956
Territory served Quebec
Regulatory authority Autorité des marchés financiers (AMF)
Website cabinetmra.com

Industrial Alliance Auto and Home Insurance Inc.

Type of enterprise General insurance company
Products and services Property, casualty, auto and home 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 Pacific General Insurance Corporation

Type of enterprise General insurance company
Products and services Creditor insurance, extended warranties, replacement insurance
Year founded 1981
Year of acquisition 2001 (previously Aegis Insurance Corporation )
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)

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 (previously United Family Life Insurance Company)
Location (main office) 17550 North Perimeter Drive, Suite 210
Scottsdale, Arizona 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 company
Products and services Life insurance, annuities
Year founded 1910
Year of acquisition 2010
Location (main office) 425 Austin Avenue, PO Box 2549
Waco, Texas  76702
USA
Telephone 254-297-2777
1-800-736-7311
Territory served United States
Regulatory authority Texas Department of Insurance
Website americanamicable.com

iA Clarington Investments Inc.

Type of enterprise Investment fund and portfolio manager company
Products and services Mutual and segregated funds and portfolio manager
Year founded 1999
Year of acquisition 2005 (IA purchased Clarington Funds on December 29, 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
Website iaclarington.com

This subsidiary also operates under the trademark iA Wealth.

T.E. Investment Counsel
(A division of iA Investment Counsel Inc.)

Type of enterprise Investment fund manager company
Products and services Mutual and pooled funds
Year founded 2009
Year of acquisition 2013
Location (main office) 26 Wellington Street East, Suite 920
Toronto, ON  M5E 1S2
Telephone 416-366-1451
Territory served Canada
Regulatory authority Ontario Securities Commission (OSC)
Website teic.com

T.E. Financial Consultants Ltd.

Type of enterprise Financial consultant company
Products and services Financial, tax, retirement, successor and estate planning, asset protection, insurance portfolio
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 division of iA Investment Counsel Inc.)

Type of enterprise Portfolio manager company
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

Forstrong Global Asset Management Inc.

Type of enterprise Portfolio manager company
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

Industrial Alliance Investment Management Inc.

Type of enterprise Investment fund manager and advisor company
Products and services Portfolio management for Industrial Alliance Group general funds, mutual funds and segregated funds; supervision of external investment managers of mutual funds sold through group affiliates
Year founded 2004
Year of acquisition n/a
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

Industrial Alliance Trust Inc.

Type of enterprise Trust company and deposit taking company
Products and services Demand and term deposits for selected distributors; car loans and insurance-premium financing through automobile dealerships; selected complementary trust services for Industrial Alliance 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

Industrial Alliance Securities Inc.

Type of enterprise Securities dealer company
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 (formely Lafferty Harwood & Associates Ltee)
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.com

This subsidiary also operates under the trademark iA Wealth.

FundEX Investments Inc.

Type of enterprise Mutual fund brokerage company
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)
The Mutual Fund Dealers Association of Canada (MFDA)
Website fundex.com

This subsidiary also operates under the trademark iA Wealth.

Investia Financial Services Inc.

Type of enterprise Mutual fund brokerage company
Products and services Funds from most major Canadian mutual fund managers
Year founded 1999
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)
The Mutual Fund Dealers Association of Canada (MFDA)
Website investia.ca

This subsidiary also operates under the trademark iA Wealth.

Hollis Insurance Inc.

Type of enterprise Life insurance brokerage company
Products and services Life, health and annuity products issued by the majority of insurance companies active in Canada, including Industrial Alliance Insurance and Financial Services Inc.
Year founded 1984
Year of acquisition 2008
Location (main office) 6700 Pierre-Bertrand Blvd, Suite 300
Quebec City, QC  G2J 0B4
Telephone 418-623-4330
1-800-263-4330
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website nfia.ca

Solicour Inc.

Type of enterprise Life insurance brokerage company
Products and services Life and health insurance, group insurance, savings and retirement and segregated fund products from most Canadian insurers, sold primarily through the Career agency network of Industrial Alliance Insurance and Financial Services Inc.
Year founded 1985
Year of acquisition 1995 (previously an affiliate of La Solidarité, Compagnie d’assurance sur la vie)
Location (main office) Place-Iberville-IV, 2954 Laurier Blvd, Suite 720
Quebec City, QC  G1V 4T2
Telephone 418-650-2211
Territory served Canada
Regulatory authority Autorité des marchés financiers (AMF)
Website solicour.com

iA Auto Finance Inc.

Type of enterprise Deposit taking company
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, Ontario, L6H 1A7
Telephone 905-815-9510
1-855-378-5626
Territory served Canada
Regulatory authority n/a
Website www.iaautofinance.ca