Our Team

Experts at your service

The iA Large Case Solutions program ensures optimum synergy among our different departments and concentrates all of iA's expertise to serve our partners. With the establishment of a structure including sales directors responsible for large cases in each of the major Canadian markets and a group of specialists dedicated to handling more complex files, our team is ready to support advisors with their high net worth clients, regardless of size or complexity.

Sales Directors

Advanced Financial and Tax Solutions

Organizations of which our experts are members

CLHIA
Canadian Life and Health Insurance Association

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ALMI
Associate, Life Management Institute

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CTF
Canadian Tax Foundation

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CALU
The Conference for Advanced Life Underwriting

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STEP Canada
The Society of Trust and Estate Practitioner

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APFF
Association de planification fiscale et financière

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Barreau du Québec

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IQPF
Institut québécois de planification financière

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CQFF
Centre québécois de formation en fiscalité

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Questions?

Contact us