Investor Relations

Presentation by Jacques Potvin, Executive Vice-President, Chief Financial Officer and Chief Actuary

Location: Shangri-La Hotel, 188 University Avenue, Toronto
Begins at: 9:00 a.m.
Duration: 25 minutes
Presentation

Date: Wednesday, May 10, 2023
Time: 2:00 p.m. (ET)
Location: The annual meeting will take place virtually. The virtual mode allows simplicity and provides shareholders and participating policyholders with an equal opportunity to participate at the Meeting regardless of their geographic location.

Webcast link:
SHAREHOLDER ACCESS (with authentication, voting segmentation and password)
https://www.icastpro.ca/eia230510

VISITORS ACCESS (no authentication, no voting rights, no password)
https://www.icastpro.ca/eia230510b

To attend and vote: Shareholders can consult the Proxy Circular, below, to learn how to access the webcast. Participating policyholders can consult the participating policyholder information document, below. Everyone must consult their proxy form or voting instruction form.

Shareholders: Registered shareholders and duly appointed proxy holders can attend the annual meeting, ask questions and vote, in real time, as long as they have an Internet connection and comply with the provisions listed in the Circular. Beneficial owners who are not duly appointed proxy holders can attend the annual meeting as guests; however, they cannot vote.

Participating policyholders: Participating policyholders who wish to vote by proxy must contact the iA Financial Group corporate secretariat, at secretariat_corporatif@ia.ca, to obtain a proxy form. Participating policyholders who with to attend the meeting and vote must also contact the iA Financial Group corporate secretariat, at secretariat_corporatif@ia.ca, to obtain a control number that allows them to connect to the annual meeting via the link above and to vote.

Vote: We strongly encourage shareholders and participating policyholders to vote prior to the annual meeting via one of the methods indicated on their proxy form or their voting instructions form. To be able to exercise proxy voting rights, Computershare Investor Services Inc., our transfer agent, must receive proxy votes no later than on May 8, 2023, by 5:00 p.m. (ET).

Documents

• Information Circular
• Participating policyholder information documents
• Annual Report
• Rules of conduct applicable to the virtual meeting
• Slides

Additional information
Please contact Investor Relations Department at investors@ia.ca.

Conference call

• Date: Wednesday, May 10, 2023
• Begins at: 11:30 a.m. (ET)
• Phone: 416-981-9030 or 1-800-908-8370

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast
• WAV Audio Podcast
• Webcast

Documents
All iA Financial Group earnings results will be available on Wednesday, May 10, 2023, at around 8:30 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2023).

Conference call replay

• Availability: from May 10 to May 17, 2023
• Phone: 1-800-558-5253
• Access code: 22026433

Conference call transcript
A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2023).

Presentation by Denis Ricard, President and Chief Executive Officer

Begins at: 2:15 pm

Duration: 25 minutes

Webcast link

Presentation

Time: from 9:00 am to 11:00 am (ET)

General Zoom link for participants: https://us02web.zoom.us/webinar/register/WN_cRFGUqVRSpuTDgcwP_ozeg
Dial-in Number from USA: 1-253-215-8782
Dial-in Number from Canada: 1-778-907-2071
Webinar ID: 885 5692 9855
Access code: 095721

Webcast:
www.ia.ca
The Investor Day will be webcast through a live audio feed with synchronized slides.

Audio/Video Recording:
Video
Transcript

Documents:

• - News Release
• - Supplemental Information Package (SIP)
• - Supplemental Information Package (SIP) (Excel)
• - Investor Event Slides
• - Tool for understanding IFRS 17 results
• - Main Changes to Supplemental Information Package

Conference call

• Date: Wednesday, February 15, 2023
• Begins at: 11:00 a.m. (ET)
• Phone: 416-981-9025 or 1-800-926-6194

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast
• WAV Audio Podcast
• Webcast

Documents

All iA Financial Group earnings results will be available on Tuesday, February 14, 2023 after 5:00 p.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2022).

Conference call replay

• Availability: from February 15 to February 22, 2023
• Phone: 1-800-558-5253
• Access code: 22024177

Conference call transcript

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2022).

Conference call

• Date: Wednesday, November 9, 2022
• Begins at: 2:00 p.m. (ET)
• Phone: 416-641-6202 or 1-800-768-6483

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast - TO COME
• WAV Audio Podcast - TO COME
• Webcast

Documents

All iA Financial Group earnings results will be available on Wednesday, November 9, 2022 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2022).

Conference call replay

• Availability: from November 9 to November 16, 2022
• Phone: 1-800-558-5253
• Access code: 22020312

Conference call transcript

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2022).

Location: Scotiabank Centre, Toronto

Begins at: 2:00 p.m.

Duration: 30 minutes

Webcast link

Presentation

Conference call

• Date: Thursday, July 28, 2022
• Begins at: 2:00 p.m. (ET)
• Phone: 416-620-9188 or 1-800-954-0683
• Live webcast

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast - TO COME
• WAV Audio Podcast - TO COME

Documents
All iA Financial Group earnings results will be available on Thursday, July 28, 2022 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2022).

Conference call replay

• Availability: from July 28 to August 4, 2022
• Phone: 1-800-558-5253
• Access code: 22019081

Conference call transcript
A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2022).

Location: Shangri-La Hotel, 188 University Avenue, Toronto
Begins at: 9:00 a.m.
Duration: 25 minutes
Presentation 

Date: Thursday, May 12, 2022
Time: 2:00 p.m. (ET)
Location: The annual meeting will take place virtually. Shareholders, participating policyholders, investors and members of the public will not be able to attend the meeting in person.

Webcast link:
SHAREHOLDER ACCESS (with authentication, voting segmentation and password)
https://www.icastpro.ca/eia220512

VISITORS ACCESS (no authentication, no voting rights, no password)
https://www.icastpro.ca/eia220512b

To attend and vote: Shareholders can consult the Proxy Circular, below, to learn how to access the webcast. Participating policyholders can consult the participating policyholder information document, below. Everyone must consult their proxy form or voting instruction form.

Shareholders: Registered shareholders and duly appointed proxy holders can attend the annual meeting, ask questions and vote, in real time, as long as they have an Internet connection and comply with the provisions listed in the Circular. Beneficial owners who are not duly appointed proxy holders can attend the annual meeting as guests; however, they cannot vote.

Participating policyholders: Participating policyholders who wish to vote by proxy must contact the iA Financial Group corporate secretariat, at secretariat_corporatif@ia.ca to obtain a proxy form. Participating policyholders who with to attend the meeting and vote must also contact the iA Financial Group corporate secretariat, at secretariat_corporatif@ia.ca, to obtain a control number that allows them to connect to the annual meeting via the link above and to vote.

Vote: We strongly encourage shareholders and participating policyholders to vote prior to the annual meeting via one of the methods indicated on their proxy form or their voting instructions form. To be able to exercise proxy voting rights, Compushare Investor Services Inc., our transfer agent, must receive proxy votes no later than on May 10, 2022, by 5:00 pm (ET).

Documents

• Information Circular
• Rules of conduct applicable to the virtual meeting
• Notice of access
• Participating policyholder information documents
• Annual Report
• Slides

Additional information
Please contact Investor Relations Department at investors@ia.ca.

Conference call

• Date: Thursday, May 12, 2022
• Begins at: 11:30 a.m. (ET)
• Phone: 416-620-9188 or 1-800-954-0652
• Live webcast

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast
• WAV Audio Podcast

Documents

All iA Financial Group earnings results will be available on Thursday, May 12, 2022 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2022).

Conference call replay

• Availability: from May 12 to May 19, 2022
• Phone: 1-800-558-5253
• Access code: 22016279

Conference call transcript

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2022).

Presentation by Denis Ricard, President and Chief Executive Officer
Begins at: 10:30 AM
Duration: 25 minutes
Webcast link
Presentation

Conference call

• Date: Thursday, February 17, 2022
• Begins at: 2:00 p.m. (ET)
• Phone: 416-981-9004 or 1-800-954-1052

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

Documents

All iA Financial Group earnings results will be available on Wednesday, February 16, 2022 at approximately 5:00 p.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2021).

Conference call replay

• Availability: from February 17 to February 24, 2022
• Phone: 1-800-558-5253
• Access code: 21999623

Conference call transcript

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2021).

• Date: Wednesday, November 3, 2021
• Begins at: 2:00 p.m. (ET)
• Phone: 416-981-9033 or 1-800-750-5857

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

All iA Financial Group earnings results will be available on Wednesday, November 3, 2021 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2021).

• Availability: from November 3 to November 10, 2021
• Phone: 1-800-558-5253
• Access code: 21997782

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2021)..

Begins at: 3:15 pm
Webcast Link
Presentation

• Date: Thursday, July 29, 2021
• Begins at: 2:00 p.m. (ET)
• Phone: 416-641-6712 or 1-800-768-6727

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

All iA Financial Group earnings results will be available on Thursday, July 29, 2021 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2021).

• Availability: from July 29 to August 5, 2021
• Phone: 1-800-558-5253
• Access code: 21995222

A transcript of the conference call will be posted in August under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2021).

Date: Thursday, May 6, 2021
Time: 2:00 p.m. (ET)
Location: The annual meeting will take place virtually. Shareholders, participating policyholders, investors and members of the public will not be able to attend the meeting in person.

Replay:
SHAREHOLDER links now include a global password (iA2021) accessible to all*

SHAREHOLDER ACCESS (with authentication, voting segmentation and password)
https://www.icastpro.ca/eia210506

VISITORS ACCESS (no authentication, no voting rights, no password)
https://www.icastpro.ca/eia210506b

To attend and vote: Shareholders can consult the Proxy Circular, below, to learn how to access the webcast. Participating policyholders can consult the participating policyholder information document, below. Everyone must consult their proxy form or voting instruction form.

Shareholders: Registered shareholders and duly appointed proxy holders can attend the annual meeting, ask questions and vote, in real time, as long as they have an Internet connection and comply with the provisions listed in the Circular. Beneficial owners who are not duly appointed proxy holders can attend the annual meeting as guests; however, they cannot vote.

Participating policyholders: Participating policyholders who wish to vote by proxy must contact the iA Financial Group corporate secretariat, at corporate_secretariat@ia.ca, to obtain a proxy form. Participating policyholders who with to attend the meeting and vote must also contact the iA Financial Group corporate secretariat, at corporate_secretariat@ia.ca, to obtain a control number that allows them to connect to the annual meeting via the link above and to vote.

Vote: We strongly encourage shareholders and participating policyholders to vote prior to the annual meeting via one of he methods indicated on their proxy form or their voting instructions form. To be able to exercise proxy voting rights, Compushare Investor Services Inc., our transfer agent, must receive proxy votes no later than on May 4, 2021, by 5:00 pm (ET).

Documents

• Information Circular
• Participating policyholder information documents
• Rules of conduct applicable to the virtual meeting
• Annual Report
• Slides

Additional information
Please contact Investor Relations Department at investors@ia.ca.

• Date: Thursday, May 6, 2021
• Begins at: 11:30 a.m. (ET)
• Phone: 416-641-6712 or 1-800-768-8804

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

All iA Financial Group earnings results will be available on Thursday, May 6, 2021 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2021).

• Availability: from May 6 to May 13, 2021
• Phone: 1-800-558-5253
• Access code: 21992299

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 1st Quarter Results (Q1-2021).

Time: from 9:00 a.m. to 12:00 p.m. (ET)

Investors and analysts will be invited to connect to a webcast platform the day of the event.

2021 IAG Investor Event (PDF)
Internet Agenda (PDF)
Management team, March 2021 (PDF)
2021 Investor Event - Videos

Transcript

• Date: Thursday, February 11, 2021
• Begins at: 2:00 p.m. (ET)
• Phone: 416-981-9010 or 1-800-945-0427

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

All iA Financial Group earnings results will be available on Thursday, February 11, 2021 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2020).

• Availability: from February 11 to February 18, 2021
• Phone: 1-800-558-5253
• Access code: 21972707

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 4th Quarter Results (Q4-2020).

Conference call

• Date: Wednesday, November 4, 2020
• Begins at: 2:00 p.m. (ET)
• Phone: 1-800-753-6150
• Live webcast

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• MP3 Audio Podcast
• WAV Audio Podcast

Documents

All iA Financial Group earnings results will be available on Wednesday, November 4, 2020 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2020).

Conference call replay

• Availability: from November 4 to November 11, 2020
• Phone: 1-800-558-5253
• Access code: 21970071

Conference call transcript

A transcript of the conference call will be posted the week following the conference under About iA, in the Investor Relations section / Financial Reports / 3rd Quarter Results (Q3-2020).

Conference call

• Date: Thursday, July 30, 2020
• Begins at: 2:00 p.m. (ET)
• Phone: 1-877-211-4546

(Please call 10 minutes before the conference. The question and answer period is reserved for financial analysts.)

Podcast

• Live webcast
• MP3 Audio Podcast
• WAV Audio Podcast

Documents

All iA Financial Group earnings results will be available on Thursday, July 30, 2020 at approximately 9:00 a.m. (ET) under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2020).

Conference call replay

• Availability: from July 30 to August 6, 2020
• Phone: 1-800-558-5253
• Access code: 21964532

Conference call transcript

A transcript of the conference call will be available in August under About iA, in the Investor Relations section / Financial Reports / 2nd Quarter Results (Q2-2020).

Virtual Presentation by Jacques Potvin, Executive Vice-President, Chief Financial Officer and Chief Actuary and Michael Stickney, Executive Vice-President and Chief Growth Officer 

Presentation

Listen to the replay

Virtual Fireside Chat with Tom MacKinnon from BMO Capital Markets

Hour: 3:00 pm

Conference Link

Corporate Presentation

Date : Thursday, May 7, 2020 completely virtual

Time: 2:00 p.m. (EDT)

Location: The annual meeting will take place virtually. Shareholders, participating policyholders, investors and members of the public will not be able to attend the meeting in person.

Webcast link: https://www.icastpro.ca/fia200507a
(password: iA2020)

To attend and vote: Shareholders can consult the Proxy Circular, below, to learn how to access the webcast. Participating policyholders can consult the participating policyholder information document, below. Everyone must consult their proxy form or voting instruction form.

Shareholders: Registered shareholders and duly appointed proxy holders can attend the annual meeting, ask questions and vote, in real time, as long as they have an Internet connection and comply with the provisions listed in the Circular. Beneficial owners who are not duly appointed proxy holders can attend the annual meeting as guests; however, they cannot vote.

Participating policyholders: Participating policyholders who wish to vote by proxy must contact the iA Financial Group corporate secretariat, at corporate_secretariat@ia.ca, to obtain a proxy form. Participating policyholders who with to attend the meeting and vote must also contact the iA Financial Group corporate secretariat, at corporate_secretariat@ia.ca, to obtain a control number that allows them to connect to the annual meeting via the link above and to vote.

Vote: We strongly encourage shareholders and participating policyholders to vote prior to the annual meeting via one of he methods indicated on their proxy form or their voting instructions form. To be able to exercise proxy voting rights, Compushare Investor Services Inc., our transfer agent, must receive proxy votes no later than on May 5, 2020, by 5:00 pm (ET).

Documents

• Slides
• Proxy Circular
• Participating policyholder information document
• Annual Report

Additional information

Please contact the Investor Relations Department at investors@ia.ca.

• Date: Thursday, May 7, 2020
• Begins at: 11:30 a.m. (ET)
• Phone: 416-981-9095 or 1-800-684-5526 (toll-free within North America)

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from May 7 to May 14, 2020
• Phone: 1-800-558-5253
• Access code: 21956188

• Date: Thursday, February 13, 2020
• Begins at: 2:00 p.m. (ET)
• Phone: 1-800-582-4087

• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from February 13 to February 20, 2020
• Phone: 1-800-558-5253
• Access code: 21937499

• News release
• Slides
• MP3 Audio Webcast
• WAV Audio Webcast

Location: First Canadian Place, 68th Floor, Toronto
Begins at: 11:00 a.m.
Duration: 30 minutes
Presentation

• Date: Wednesday, November 6, 2019
• Begins at: 2:00 p.m. (ET)
• Phone: 1-800-908-8951

• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from November 6 to November 13, 2019
• Phone: 1-800-558-5253
• Access code: 21930061

• Date: Thursday, August 1, 2019
• Begins at: 4:30 p.m. (ET)
• Phone: 1-800-909-7944
• Webcast

• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from August 1 to August 8, 2019
• Phone: 1-800-558-5253
• Access code: 21925449

• 2:00 p.m. – annual meeting
• Around 3:30 p.m. – press conference that will follow the meeting

• Information Circular
• Annual Report
• Slides

• Video Webcast
• Audio Webcast
• Video of the meeting

• Date: Thursday, May 9, 2019
• Begins at: 11:30 a.m. (ET)
• Phone: 1-800 624-3491

• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from May 9 to May 16, 2019
• Phone: 1-800-558-5253
• Access code: 21919972

Institutional Presentation March 2019

• Date: Thursday, February 14, 2019
• Begins at: 2:00 p.m. (ET)
• Phone: 1-877-292-6978

• Webcast
• MP3 Audio Podcast
• WAV Audio Podcast

• Availability: from February 14 to February 21, 2019
• Phone: 1-800-558-5253
• Access code: 21911262