Leader in segregated
funds in Canada

5 new funds added to our lineup!

High standards in evaluation and development that set us apart

  • The in-depth expertise of an internal investment management team (iAIM)
  • A range of funds managed by renowned external managers and firms
  • An identical, comprehensive fund lineup with IAG Savings and Retirement Plan Classic Series 75/75 and 75/100
  • A mix of active and passive management offering more flexibility to investors
  • A superior fund lineup offering Prestige preferential pricing
  • Managed solutions to make your life easier
  • Competitive management fees

First-class service from a team of experts

iA Financial Group has been number one in net segregated fund sales in Canada since 2016, an enviable position that isn’t the result of chance. We’ve earned it through the continual hard work of our expert teams who are focused on selecting qualified portfolio managers and closely monitoring fund performance. Our goal is to always offer our clients and advisors a superior lineup of funds.

iA Investment Management (iAIM)

A seasoned team behind iAIM’s success

  • 158 people on the iAIM team
  • 94 investment professionals
  • 46 CFA charterholders

Solid management, tangible results

  • $96B of the Group’s assets under management (AUM) are managed by iAIM and our management subsidiaries.
  • Portfolio managers focused on:
    • Fundamental analysis
    • Value identification
    • Long-term investment
    • Risk management

Clienteles

  • iA Financial Group general funds
  • Segregated funds and mutual funds
  • Pension plans and pension funds
  • Foundations, institutional clients and more

Renowned external managers

Our external managers are highly experienced and come from brand-name firms as well as smaller boutique firms with specific investment expertise.

Much more than a question of performance

At iA Financial Group, we have an internal team dedicated to the selection and monitoring of external managers that evaluates them on the basis of their investment team, process and performance.


Advantages of segregated funds and personalized advice

The benefits of segregated funds coupled with the valuable advice of a financial security professional brings peace of mind while stimulating the growth of wealth.

The main benefits of segregated funds

  • Capital protection upon maturity or death
  • Protection of investment gains through resets 1
  • Possibility of avoiding probate fees 2
  • Quick settlement in case of death
  • Possible creditor protection 3
  • Simplicity in tax reporting
  • Possibility of receiving a lifetime guaranteed income
1 Available with IAG Savings and Retirement Plan Series 75/100, 100/100 and FORLIFE.
2 Probate fees may vary based on the province of residence and personal situation of each client.
3 Certain conditions apply.

Discover our new funds

U.S. equity funds

Access one of the world’s largest markets and benefit from true active management.

Fidelity
Insights

Will Danoff

Why consider this fund?

  • Best selling U.S. equity fund in Canada in 2018
  • Renowned and experienced portfolio manager

The portfolio manager

Will Danoff personally meets with hundreds of companies each year to help uncover the best investment opportunities. He manages over $150 billion in assets.

American
(Dynamic)

David L. Fingold

Why consider this fund?

  • High-conviction portfolio (20 to 25 holdings) with attractive growth potential
  • Managed by a portfolio manager with over 30 years of investment experience

The portfolio manager

David L. Fingold also manages the Global Dividend Fund (Dynamic), which has seen great success. In addition, he personally invests all of his assets in the funds he manages.

Specialty funds

Excellent complementary fund (satellite) options for client portfolios.

Emerging Markets
(Jarislowsky Fraser)

Marc A. Novakoff

Why consider this fund?

  • Fundamental analysis approach that integrates ESG (environmental, social and governance) principles
  • Manager focuses on quality securities and risk management

The portfolio manager

Marc A. Novakoff focuses on quality securities and risk management. Jarislowsky Fraser manages mainly for large institutions, foundations and private clients, generally recognized for their strict risk requirements.

Global Infrastructure
(Dynamic)

Frank Latshaw / Oscar Belaiche

Why consider this fund?

  • Gain access to an asset class sought after by pension funds and institutional investors
  • Invested in a diversified group of quality assets, through public companies, from around the globe
  • Benefit from the potential diversification benefits resulting from a low correlation to bonds and equities

The portfolio managers

Frank Latshaw and Oscar Belaiche will help you build on solid ground. The world of infrastructure is in an era of transformation. Within 40 years, most infrastructure will be transferred to private interests for financing purposes.

Floating Rate
Income

Jeff Sujitno / Amar Dhanoya

Why consider this fund?

  • Diversification of a traditional fixed income portfolio:
    • Floating rate loans have low correlations to other debt instruments and equities
    • High-yield bonds offer a higher yield to maturity than investment-grade government and corporate bonds
  • Minimized risk related to interest rate movements: Floating rate loan prices are generally stable in an environment of interest rate hikes

The portfolio managers

“Investors don’t like negative surprises in their fixed-income holdings. That’s why I construct portfolios that focus first and foremost on downside protection and volatility minimization.”
  -  Jeff Sujitno

Overview of our fund lineup

Carefully selected, our lineup includes a variety of asset classes, complementary management styles and geographic diversification allowing you to take advantage of the market’s full potential.

See all funds