Announcement • May 21
iM Financial Group Co., Ltd. Appoints Sébastien Mc Mahon As Chief Economist IA Clarington Investments Inc. announced that, with the appointment of Sébastien Mc Mahon as Chief Economist, iA Financial Group, Mr. Mc Mahon will no longer be a Portfolio Manager on IA Clarington funds managed by the IA Global Asset Management Inc. Over the past several years, Mr. Mc Mahon has become an increasingly visible voice for iA Financial Group, articulating its economic and market outlook to both internal and external audiences. As Chief Economist, he will dedicate his full attention to supporting the broader organization, providing forward-looking research, in-depth analysis and media insight. While his mandate no longer includes direct portfolio management, Mr. Mc Mahon will remain closely connected to the Asset Allocation team. Announcement • May 11
iA Financial Corporation Inc Announces Election of Kenneth F. Kroner as Board Director iA Financial Corporation Inc. at its annual meeting held on May 7, 2026, elected a new director to its Board: Mr. Kenneth F. Kroner. Mr. Kroner is a corporate director with extensive global investment leadership experience. After spending 22 years at BlackRock, where he served as Senior Managing Director and sat on their Global Executive Committee, he was a member of the Board of Directors of Alberta Investment Management Corporation (AIMCo). He also founded and led Pluribus Labs LLC, a global equity investment firm specializing in quantitative investment solutions. With their vast experience and qualities, this new board member will make a great contribution to iA Financial Corporation Board’s activities. Announcement • Apr 08
iA Financial Group Integrates New Term Life And Permanent Life Insurance Sales Into Modernized Digital Experience iA Financial Group was reaching a key milestone in the modernization of individual life insurance with the integration of new term life and permanent life insurance sales into its modernized digital experience. As of date, approximately 50% of new life insurance sales benefit from a fully redesigned journey: from application to contract delivery, the process is simplified, automated and even faster—for both advisors and clients. Already recognized as an industry leader for instant decision-making at the point of sale, iA Financial Group is taking another step forward in modernizing individual life insurance. This modernization is notably based on intuitive self-service transactions, such as beneficiary changes or billing changes, which provide advisors and clients with greater autonomy while significantly reducing the administrative burden associated with policy management. Doing business with us has never been so simple, fast and efficient! This milestone confirms iA Financial Group’s ambition to deeply transform its operating model and the experience offered to its distribution networks by making sales and after-sales services more accessible through digital solutions. Announcement • Apr 01
iA Financial Corporation Inc. to Report Q1, 2026 Results on May 05, 2026 iA Financial Corporation Inc. announced that they will report Q1, 2026 results at 5:00 PM, Eastern Standard Time on May 05, 2026 Announcement • Feb 17
iA Financial Corporation Inc., Annual General Meeting, May 07, 2026 iA Financial Corporation Inc., Annual General Meeting, May 07, 2026. Location: quebec, quebec city Canada Announcement • Jan 09
iA Financial Corporation Inc. to Report Q4, 2025 Results on Feb 17, 2026 iA Financial Corporation Inc. announced that they will report Q4, 2025 results at 5:00 PM, US Eastern Standard Time on Feb 17, 2026 Announcement • Nov 05
iA Financial Corporation Inc. Announces Dividend for the Quarter Ended September 30, 2025, Payable on December 15, 2025 The Board of Directors of iA Financial Corporation Inc. announced the payment of a quarterly dividend of $0.9900 per outstanding common share for the quarter ended September 30, 2025. This dividend will be payable on December 15, 2025, to all common shareholders of record at the close of business on November 21, 2025. Announcement • Oct 31
iA Financial Corporation Inc. (TSX:IAG) completed the acquisition of RF Capital Group Inc. (TSX:RCG) from Richardson Financial Group Limited and others. iA Financial Corporation Inc. (TSX:IAG) entered into a definitive agreement to acquire RF Capital Group Inc. (TSX:RCG) from Richardson Financial Group Limited and others for approximately CAD 450 million on July 27, 2025. Consideration consists of CAD 20 per issued and outstanding common share and CAD 25 per issued and outstanding preferred share of RF Capital, payable entirely in cash. Purchase price will be funded by iA existing cash on hand and is expected to reduce. A termination fee of CAD 14.8 million would be payable by RF Capital to iA in certain circumstances, including in the context of a superior proposal supported by RF Capital. The board of directors of RF Capital, after receiving the unanimous recommendation from its special committee of independent directors unanimously recommends that RF Capital’s common shareholders and Series B preferred shareholders vote in favour of the Transaction. Upon the completion of the Transaction, the Series B Preferred Shares, to be delisted from the Toronto Stock Exchange. The Transaction is not subject to any financing condition.
Closing of the Transaction is subject to the receipt of the required approvals from RF Capital’s common shareholders and certain regulatory approvals and court approval, as well as the satisfaction of other customary closing conditions. Closing of the Transaction is expected to occur during Q4 2025. On September 22, 2025, RF Capital Group Inc. obtains shareholder approval for the sale to iA Financial Corporation Inc. Completion of the Arrangement remains subject to receipt of the final order, obtaining applicable regulatory approvals, and other customary closing conditions. The final order of the Ontario Superior Court of Justice (Commercial List) approving the Arrangement will be sought on September 26, 2025. As of October 27, 2025, the Canadian Investment Regulatory Organization has approved the transaction, as a result, all conditions to closing of the Arrangement have been satisfied, which RF Capital Group expects the transaction to close on or about October 31, 2025.
CIBC Capital Markets is acting as exclusive financial advisor and fairness opinion provider and Goodmans LLP is acting as legal counsel to RF Capital Group Inc. Cormark Securities Inc. is providing a fairness opinion to the Special Committee and the Board of Directors of RF Capital Group Inc. Stikeman Elliott LLP is acting as legal counsel Richardson Financial Group Limited. National Bank Financial Inc. is acting as financial advisor and McCarthy Tétrault LLP is acting as legal counsel to iA Financial Corporation Inc.
iA Financial Corporation Inc. (TSX:IAG) completed the acquisition of RF Capital Group Inc. (TSX:RCG) from Richardson Financial Group Limited and others on October 31, 2025. Announcement • Oct 09
IA Financial Group Propels Advisors' Digital Experience to New Heights with the Launch of the Web Version of Evo Insurance iA Financial Group announced the launch of the web version of its EVO Insurance platform, already used by more than 30,000 financial security advisors across the country. This new version marks an important step in the sector's digital transformation, offering an even more accessible, quicker and intuitive solution--directly from a computer, tablet or phone. Designed to optimize advisors' day-to-day activities and streamline the client experience, EVO Insurance on the web allows personalized applications to be submitted in under 10 minutes. Thanks to cutting-edge technology, most standard applications are accepted almost instantly upon signing, without medical tests or blood tests. The result is a smooth, transparent and highly efficient process that meets the expectations of today's clients. Used by 98% of advisors doing business with iA, the EVO platform has become an essential tool in the Canadian insurance landscape. Its success is built on a winning combination: a user-friendly interface, unmatched speed of execution and the ability to adapt to the unique needs of each client. Announcement • Sep 12
iA Financial Corporation Inc. Announces Board Changes iA Financial Corporation Inc. announced the appointment of Johanne Papillon and Yousry Bissada to its Board of Directors, effective September 23, 2025. Johanne Papillon has over 25 years of experience in the Canadian financial services industry. From January 2020 to December 2022, she was Senior Vice-President, Business & Financial Implications, IFRS 17/9 of Sun Life Financial Inc., where she was responsible for identifying and optimizing the business and financial impacts of the new IFRS 17 and IFRS 9 accounting standards. Prior to this role, she was Senior Vice-President, Global Asset-Liability Management until 2019. Between 2010 and 2016, she held various Vice-President positions within Sun Life Financial Inc. and its subsidiaries. Prior to joining Sun Life, Ms. Papillon worked for William M. Mercer Limited from 1990 to 1994 and subsequently held positions of increasing responsibility at Manulife Financial Corporation until January 2010. Johanne Papillon holds a bachelor’s degree in actuarial science from Concordia University. She is a Fellow of the Canadian Institute of Actuaries (FCIA) and of the Society of Actuaries (FSA). Yousry Bissada was President and CEO of Home Trust and Home Bank, from 2017 to 2025, as well as of Home Capital Group Inc., from 2017 to 2023, where he successfully led the financial institution through a period of crisis, transformation and growth. From 2011 to 2017, Mr. Bissada was President and CEO of Kanetix Ltd., a digital leader providing financial product comparisons and solutions. From 2000 to 2011, he was the President and CEO of Filogix Inc. Yousry Bissada is a Chartered Professional Accountant and a Certified General Accountant (CPA/CGA). He holds the ICD.D designation from the Institute of Corporate Directors and is an Accredited Mortgage Professional of Canada. He completed the Executive Management Program at Queen's University. Chaired by Jacques Martin, the Board of Directors of iA Financial Corporation Inc. now has fifteen directors, fourteen of whom are independent and 47% of whom are women. Announcement • Sep 03
iA Financial Group Announces Appointment of Marie-Annick Bonneau as Executive Vice-President and Chief Risk Officer, Effective October 1, 2025 iA Financial Group announced the appointment of Marie-Annick Bonneau to the position of Executive Vice-President and Chief Risk Officer, effective October 1, 2025. She will succeed Philippe Sarfati, who will be retiring at the end of the year after an outstanding career with the company. Since joining iA, Philippe Sarfati has transformed the risk management function to fully align it with the company’s growing size and complexity. He will serve as Executive Vice-President and Strategic Advisor until December 31, 2025, to ensure a smooth transition. Marie-Annick Bonneau has nearly 30 years of experience with iA Financial Group. She has held senior positions in key areas such as compliance, regulatory and operational risk, investor relations, capital management, sustainability and public affairs and risk management. Her extensive knowledge of the company and recognized leadership are major assets in bolstering the company’s sustainable growth. This change reflects iA’s commitment to remaining the leading financial institution that best combines the human and the digital in support of its strategic priorities: capital deployment, the global client experience, operational efficiency and the learning organization. Announcement • Aug 06
iA Financial Corporation Inc. Announces 10% Increase in the Dividend on Its Common Shares for the Quarter Ended June 30, 2025, Payable on September 15, 2025 The Board of Directors of iA Financial Corporation Inc. announced an increase of $0.09 in the dividend per outstanding common share for the quarter ended June 30, 2025, raising it to $0.9900. This dividend will be payable on September 15, 2025 to all common shareholders of record at the close of business on August 22, 2025. Announcement • Jul 28
iA Financial Corporation Inc. (TSX:IAG) entered into a definitive agreement to acquire RF Capital Group Inc. (TSX:RCG) from Richardson Financial Group Limited and others for approximately CAD 450 million. iA Financial Corporation Inc. (TSX:IAG) entered into a definitive agreement to acquire RF Capital Group Inc. (TSX:RCG) from Richardson Financial Group Limited and others for approximately CAD 450 million on July 28, 2025. Consideration consists of CAD 20 per issued and outstanding common share and CAD 25 per issued and outstanding preferred share of RF Capital, payable entirely in cash. Purchase price will be funded by iA existing cash on hand and is expected to reduce. A termination fee of CAD 14.8 million would be payable by RF Capital to iA in certain circumstances, including in the context of a superior proposal supported by RF Capital. The board of directors of RF Capital, after receiving the unanimous recommendation from its special committee of independent directors unanimously recommends that RF Capital’s common shareholders and Series B preferred shareholders vote in favour of the Transaction. The Transaction is not subject to any financing condition. Closing of the Transaction is subject to the receipt of the required approvals from RF Capital’s common shareholders and certain regulatory approvals and court approval, as well as the satisfaction of other customary closing conditions. Closing of the Transaction is expected to occur during Q4 2025. CIBC Capital Markets is acting as exclusive financial advisor and fairness opinion provider and Goodmans LLP is acting as legal counsel to RF Capital. Cormark Securities Inc. is providing a fairness opinion to the Special Committee and the Board of Directors of RF Capital. Stikeman Elliott LLP is acting as legal counsel Richardson Financial Group Limited. National Bank Financial Inc. is acting as financial advisor and McCarthy Tétrault LLP is acting as legal counsel to iA. Announcement • May 09
iA Financial Corporation Inc. announces Quarterly dividend, payable on June 16, 2025 iA Financial Corporation Inc. announced Quarterly dividend of CAD 0.9000 per share payable on June 16, 2025, ex-date on May 23, 2025 and record date on May 23, 2025. Announcement • Feb 21
iA Financial Corporation Inc. Provides Earnings Guidance for the Year 2025 iA Financial Corporation Inc. provided earnings guidance for the year 2025. For the period, the company expects core earnings per common share: target of 10%+ annual average growth. Announcement • Feb 19
iA Financial Corporation Inc. Announces Quarterly Dividend on Common Shares, Payable on March 17, 2025 The Board of Directors of iA Financial Corporation Inc. announced the payment of a quarterly dividend of $0.9000 per outstanding common share for the quarter ended December 31, 2024. This dividend will be payable on March 17, 2025 to all common shareholders of record at the close of business on February 28, 2025. Announcement • Feb 18
iA Financial Corporation Inc., Annual General Meeting, May 08, 2025 iA Financial Corporation Inc., Annual General Meeting, May 08, 2025. Location: quebec, quebec Canada Announcement • Feb 04
iA Financial Corporation Inc. (TSX:IAG) acquired Global Warranty Corporation. iA Financial Corporation Inc. (TSX:IAG) acquired Global Warranty Corporation on February 4, 2025.
iA Financial Corporation Inc. (TSX:IAG) completed the acquisition of Global Warranty Corporation on February 4, 2025. Announcement • Dec 06
iA Financial Group Appoints Caroline Drouin as Head of Investor Relations, Effective January 1, 2025 iA Financial Group announced that Caroline Drouin has been appointed Head of Investor Relations, effective January 1, 2025. Ms. Drouin already holds the position of Vice-President, Investor Relations, Sustainability and Public Affairs since last July. In this role, Ms. Drouin will be responsible for managing relations with investors, as well as with the various players in the financial markets. She will also be responsible for the company's public affairs, sustainability and philanthropy programs. Caroline Drouin holds a Bachelor in Actuarial Science from Université Laval and is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries. She joined iA Financial Group in 2018, where she has since held various management positions. Marie-Annick Bonneau, who has been Head of Investor Relations since 2019, will take on a new challenge as Senior Vice President, Integrated Risk Management at iA Financial Group. Announcement • Nov 06
iA Financial Corporation Inc. Announces Dividend for the Quarter Ended September 30, 2024, Payable on December 16, 2024 The Board of Directors of iA Financial Corporation Inc. announced an increase of $0.08 in the dividend per outstanding common share for the quarter ended September 30, 2024, raising it to $0.9000. This dividend will be payable on December 16, 2024 to all common shareholders of record at the close of business on November 22, 2024. Announcement • Oct 01
iA Financial Corporation Inc. Announces Step Down of Darveau-Garneau as A Member of Board of Directors, Effective October 1, 2024 iA Financial Corporation Inc. announced that Mr. Nicolas Darveau-Garneau will now act as strategic advisor in the field of artificial intelligence applied to improving the client experience. As a result, Mr. Darveau-Garneau will step down as a member of the company's Board of Directors on October 1, 2024, to devote himself to this mandate and to other professional projects. He will also cease to be a director on the boards of Canadian insurers belonging to iA Financial Group. Mr. Darveau-Garneau had been a director with iA Financial Group and a member of the Human Resources and Compensation Committee since May 2018. He has over 30 years of experience in the information technology field, especially in digital innovation in businesses. He holds an MBA with honours from Harvard Business School and a bachelor's degree in mathematics from the University of Waterloo. As of October 1, 2024, the Board of Directors of iA Financial Corporation will comprise 14 directors, including seven women and seven men. Announcement • May 10
iA Financial Corporation Inc. Provides Earnings Guidance for the Year 2024 iA Financial Corporation Inc. provided earnings guidance for the year 2024. For the period, the company expects core earnings per common share: target of 10%+ annual average growth. Announcement • Feb 21
iA Financial Corporation Inc. Announces Dividend for the Quarter Ended December 31, 2023, Payable on March 15, 2024 The board of directors of iA Financial Corporation Inc. announced an increase of $0.0550 in the dividend per outstanding common share for the quarter ended December 31, 2023, raising it to $0.8200. This dividend will be payable on March 15, 2024, to all common shareholders of record at the close of business on March 1, 2024. Announcement • Feb 17
iA Financial Corporation Inc., Annual General Meeting, May 09, 2024 iA Financial Corporation Inc., Annual General Meeting, May 09, 2024. Announcement • Jan 09
iA Financial Corporation Inc. Appoints Alka Gautam to Its Board of Directors, Effective January 17, 2024 iA Financial Corporation Inc. announced the appointment of Alka Gautam to its Board of Directors, effective January 17, 2024. Alka Gautam has more than 20 years of experience in the reinsurance and insurance industries. From 2000 to 2023 she held various senior leadership positions including CFO, CRO, COO and, since 2015, President and CEO of RGA Life Reinsurance Company of Canada ("RGA Canada"). From 2019 to 2023, Ms. Gautam was also Executive Vice-President, Global Operations at Reinsurance Group of America, Incorporated ("RGA"). Prior to joining RGA, from 1996 to 2000, Ms. Gautam was Senior Manager, Financial Institutions and Real Estate Group at KPMG LLC ("KPMG") and held positions of increasing responsibility at KPMG between 1990 and 1996. Alka Gautam holds a Bachelor of Science and a Master of Business Administration from Dalhousie University. She holds the Institute of Chartered Accountants of Nova Scotia (CPA) designation and the Institute of Corporate Directors (ICD.D) designation. Chaired by Jacques Martin, the Board of Directors of iA Financial Corporation Inc. now has sixteen directors, fifteen of whom are independent and 50% of whom are women. Announcement • Nov 10
iA Financial Corporation Inc. and Industrial Alliance Insurance and Financial Services Inc. Appoints Martin Gagnon to the Boards of Directors Effective January 17, 2024 iA Financial Group announced the appointment of Martin Gagnon to the Boards of Directors of iA Financial Corporation Inc. and of Industrial Alliance Insurance and Financial Services Inc., effective January 17, 2024. Martin Gagnon has over 25 years of experience in banking, asset management and brokerage firms. From 2016 to 2023, Mr. Gagnon was Executive Vice-President, Wealth Management and Co-President and Co-CEO of National Bank Financial (NBF). Between 2003 and 2016, he held positions of increasing responsibility with National Bank of Canada and its subsidiaries. Prior to joining the Bank, Mr. Gagnon held senior positions in Canada and the United States, notably with Goldman Sachs and Laurentian Bank between 1995 and 2003.Martin Gagnon holds a Bachelor in Commerce, Finance from Université du Québec à Montréal and a Master's in Business Administration from the University of British Columbia. He holds the Chartered Financial Analyst (CFA) designation. Chaired by Jacques Martin, the Board of Directors of iA Financial Corporation Inc. now has fifteen directors, fourteen of whom are independent and 47% of whom are women. The Board of Directors of Industrial Alliance Insurance and Financial Services Inc. now has fourteen directors, of whom thirteen are independent and 50% are women. Announcement • Nov 08
iA Financial Corporation Inc. Announces Dividend for the Quarter Ended September 30, 2023, Payable on December 15, 2023 The Board of Directors of iA Financial Corporation Inc. announced the payment of a quarterly dividend of $0.7650 per outstanding common share for the quarter ended September 30, 2023. This dividend will be payable on December 15, 2023, to all common shareholders of record at the close of business on November 17, 2023. Announcement • Feb 15
Ia Financial Corporation Inc. Announces Quarterly Dividend, Payable on March 15, 2023 The Board of Directors of iA Financial Corporation Inc. announced the payment of a quarterly dividend of $0.6750 per outstanding common share for the quarter ended December 31, 2022. This dividend will be payable on March 15, 2023, to all common shareholders of record at the close of business on February 24, 2023. Announcement • Jan 25
iA Financial Group Appoints Stephan Bourbonnais as Executive Vice-President, Wealth Management iA Financial Group announced the appointment of Stephan Bourbonnais as Executive Vice-President, Wealth Management. This appointment takes effect immediately. Mr. Bourbonnais succeeds to Sean O'Brien, who has taken on the role of Executive Vice-President, Group Benefits and Retirement Solutions, as announced in November 2022. Mr. Bourbonnais has over 25 years of experience in wealth management. He holds an MBA from HEC and has advanced in the financial services industry through several senior positions at major financial institutions. He joined iA Financial Group as President of iA Private Wealth in 2021. In his new position, he will play a key leadership role overseeing four dynamic business organizations: iA Clarington Investments, iA Private Wealth, Investia Financial Services and iA Capital Markets. Mr. Bourbonnais will be a member of the Executive Committee of iA Financial Group, chaired by Denis Ricard. Announcement • Dec 15
iA Financial Corporation Inc. to Report Q4, 2022 Results on Feb 14, 2023 iA Financial Corporation Inc. announced that they will report Q4, 2022 results at 5:00 PM, US Eastern Standard Time on Feb 14, 2023