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Key people at iA Financial Group.
iA Financial Group operates as a prominent Canadian financial institution specializing in insurance and wealth management, with significant operations extending into the United States. The company designs and delivers a comprehensive suite of financial products, including individual and group insurance, individual wealth management services, and group savings and retirement plans. Its operational approach emphasizes continuous improvement, employing Lean management principles to streamline processes and enhance client and distributor experiences.
The company was established in 1892 by co-founders Hormidas Laporte and Bernard Leonard. Their initial insight stemmed from a recognition of the burgeoning need for robust financial protection and savings mechanisms for individuals and businesses in Canada. Laporte, a notable Canadian businessman and financier, alongside Leonard, laid the groundwork for an organization dedicated to securing the financial futures of its clientele, evolving from its foundational principles into a diversified financial services group.
iA Financial Group serves a broad spectrum of clients, including individuals seeking personal financial security, businesses requiring group benefits, and various corporate groups and dealers across its markets. Its overarching purpose is to instill confidence and security regarding its clients' financial futures. The company's long-term vision aims to become the leading financial institution that masterfully integrates both human guidance and advanced digital solutions, aspiring to be the preferred partner for clients and a valued employer.
Key people at iA Financial Group.
iA Financial Group has 2 tracked investments across 2 companies. The latest tracked deal is $10.0M Other Equity in Clutch in July 2024.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jul 9, 2024 | Clutch | $10.0M Other Equity | IA Financial Group | — |
| Mar 1, 2022 | Policygenius | $130.0M Series E | — | First Round Capital, Norwest Venture Partners, Gokul Rajaram, Brighthouse Financial, Global Atlantic Financial Group, KKR, Lincoln Financial, Norwest Venture Partners, Pacific Life, Revolution Ventures |