Our specialized solutions

DB plans and other pooled assets

We work closely with plan sponsors, advisors and consulting firms to build optimal and customized solutions.

When it comes to services related to defined benefit (DB) plans and other pooled assets, organizations want to be sure that their specific needs are fully understood, and that the services offered are backed by experienced specialists. Which is exactly what iA Financial Group offers.

Our solutions at a glance

Investment-only solutions

A customized approach, expert advice and wide-ranging investment options to create the best solution to fit the needs

De-risking solutions

Tailored strategies, including insured annuities and liability-driven investment, to help transfer or reduce risks

Executive retention solutions

Specialized plans to retain executive staff and provide them with an additional incentive for good company performance

Who are they for?

  • check_circleGroup DB plan sponsors
  • check_circleNon-registered group plan sponsors
  • check_circleAssociations
  • check_circleHolders of pooled assets
  • check_circleOrganizations wishing to boost their executives’ benefits

Our financial strength

0

Over 80 years of experience

$ 0  B

Assets under management

$ 0  B

DB assets
under management

Information as at December 31, 2023