Leader in segregated
funds in Canada

4 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

Leading the industry 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.

A seasoned team behind iAIM’s success

  • A team of over 130 people, almost all of whom are investment professionals
  • Managing over $100 billion in assets allocated among general portfolios, segregated funds and mutual funds
  • 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

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.


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

Fixed Income Managed Portfolio

Alexandre Morin

Your one-stop shop in fixed income

Why consider this fund?

  • Access to a range of fixed income investments within the same fund (Canadian and global, high yield bonds and secured loans, mortgages, etc.)
  • A multi-manager strategy that combines core and non-traditional bond mandates for enhanced return potential
  • Broad and flexible investment guidelines to leverage opportunities in different types of economic environments
  • The expertise of a seasoned portfolio manager who selects the best mix of fixed income funds for you

Global Multisector
Bond
(Loomis Sayles)

Elaine M. Stokes + Matthew J. Eagan + Brian P. Kennedy

Broad opportunity set

Why consider this fund?

  • A segregated fund exclusive to iA Financial Group!
  • A flexible multisector approach that allows for a capacity to adapt to changing conditions and take advantage of emerging opportunities
  • Exposure to corporate bonds and government debt, with the ability to invest in non-traditional fixed income investments, including emerging and high-yield markets
  • Complementary to the other Loomis Sayles funds offered by iA
  • Established in 1926, one of the oldest and most respected investment firms in the world

Fidelity Global Innovators®

Mark Schmehl

All the potential of fast-growing innovative companies

Why consider this fund?

  • An innovation segregated fund offered first by iA Financial Group!
  • A flexible mandate with potential for high returns by investing in innovative and disruptive companies in today’s rapidly changing world
  • Access to an experienced, award-winning portfolio manager
  • A fund that leverages Fidelity’s extensive global research platform
  • A specialty equity fund that can be positioned as a satellite fund in a portfolio

Fidelity
Multi-Asset
Innovation

Mark Schmehl + Michael Plage + Jeff Moore

Two distinct strategies. One sizable opportunity.

Why consider this fund?

  • A segregated fund offered first by iA Financial Group!
  • A strategic mix of 40% fixed income and 60% equity
  • A combination of two distinct investment strategies that can help generate strong risk-adjusted returns through various market cycles:
    • A flexible equity strategy aiming to capitalize on innovative ideas globally and a multi-sector fixed income strategy focused on risk mitigation
  • Access to experienced portfolio managers with a long-term track record

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.

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