Discover our new funds
Sustainable Canadian
Equity (iAIM)
David Caron + Marc Gagnon
A UNIQUE SUSTAINABLE APPROACH!
Why consider this fund?
- Invests in businesses that create the right conditions for long-term growth by incorporating sustainable investment factors
- Invests in companies that implement sustainable investment best practices relative to the peer group (80%)
- Opts for theme-driven investment in specific solutions addressing environmental, social and governance (ESG) issues (20%)
- A team of seasoned portfolio managers with a proven track record under the leadership of Maggie Childe, Head of Sustainable Investing for iAIM
Sustainable Balanced
Portfolio (iAIM)
Sébastien Mc Mahon + Tejsvi Rai
YOUR ALL-IN-ONE SOLUTION FOCUSED ON SUSTAINABLE INVESTMENT
Why consider this fund?
- Experienced portfolio managers who select the best combination and allocation of underlying funds for you
- An investment process that combines ESG (environmental, social and governance factors) analysis with in-depth financial analysis to identify companies likely to thrive
- Optimal diversification and little intervention required from the advisor
- A team of seasoned managers who make investment decisions on a daily basis under the leadership of Maggie Childe, Head of Sustainable Investing for iAIM
Fidelity Climate
Leadership
BalancedTM
Hugo Lavallée + Sajiv Vaid + Kris Atkinson
A BALANCED APPROACH TO CLIMATE INVESTING
Why consider this fund?
- Makes a positive contribution to the fight against climate change
- A diversified global balanced strategy positioned to reduce the risks and benefit from the opportunities created by the global decarbonization trend
- A neutral mix of 40% fixed income (Fidelity Climate Leadership Bond Fund™) and 60% equity (Fidelity Climate Leadership Fund™)
- A team of seasoned portfolio managers with a proven track record
Climate Strategy
(Wellington)
Alan T. Hsu
Canada by iA
AN ATTRACTIVE COMBINATION OF MATERIALITY AND FINANCIAL APPEAL
Why consider this fund?
- Strategy not currently offered elsewhere in Canada. iA Financial Group is the first company to have this fund
- Makes a positive contribution to climate risk mitigation
- Investment focused on five main categories: low-carbon electricity, energy efficiency, water and resource management, climate-resilient infrastructure and low-carbon transport
- A mindset where climate is a return opportunity and not merely a cost or risk to be avoided
- Offers a systematic, repeatable investment process supported by the in-depth research platform of Wellington Management, one of the world’s largest investment firms
Global Equity Opportunistic
Value (Wellington)
David Palmer
Canada by iA
A CONTRARIAN VALUE STRATEGY
Why consider this fund?
- Strategy not currently offered elsewhere in Canada. iA Financial Group is the first company to have this fund
- A contrarian strategy aimed at identifying discounted companies that other investors are avoiding or temporarily neglecting
- A systematic, repeatable and value-driven investment process supported by the in-depth research platform of Wellington Management, one of the world’s largest investment firms
- Access to global investment opportunities while minimizing downside risk through prudent risk management
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
Our enviable position isn’t just by chance. We’ve earned it through the continuous 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 170 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
2 Probate fees may vary based on the province of residence and personal situation of each client.
3 Certain conditions apply.
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.