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Industrial Alliance Insurance and Financial Services
Industrial Alliance Insurance and Financial Services is a insurance based in Quebec City, founded 1892; the Altss profile covers its classification,...
Industrial Alliance Insurance and Financial Services
iA Groupe financier offre des services financiers adaptés aux besoins des particuliers et des entreprises : assurances, épargne, retraite et prêts.
General information
Firm type
Insurance
Year founded
1892
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Quebec City
Corporate office
1080 Grande Allee West, Quebec City, QC, Canada
Additional offices
Vancouver, BC, Canada
Principals
Denis Ricard
President and CEO
Alain Bergeron
Executive Vice-President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at iA Financial Group?
Alain Bergeron serves as Executive Vice-President and Chief Investment Officer, overseeing the general account and third-party managed assets. He operates from the Quebec City headquarters and is supported by an internal investment team handling direct real estate, fixed income, and alternative allocations. Bergeron's professional background includes board service with CFA Toronto and membership in Canada's Clean50.
What asset classes does iA Financial Group invest in?
The general account holds a diversified mix including public fixed income, direct commercial real estate, private credit, gold bullion, and crude oil exposure. Real estate holdings include the firm's own headquarters at 1080 Grande Allee West in Quebec City and 988 West Broadway in Vancouver. The portfolio is structured to support long-duration insurance liabilities.
Is iA Financial Group a single family office or a public company?
iA Financial Group is a publicly traded life and health insurance company listed on the Toronto Stock Exchange. It is not a family office. The firm manages its general account alongside individual insurance, group benefits, and wealth management businesses serving Canadian retail and institutional clients.
Does iA Financial Group maintain philanthropic structures?
Yes, the firm operates the iA Financial Group Philanthropic Contest and maintains ties to the Maison Michel-Sarrazin Foundation, where CEO Denis Ricard co-presides over the fundraising campaign. Philanthropy is integrated into the firm's community engagement rather than being spun into a separate foundation.
How does iA Financial Group's investment approach reflect ESG considerations?
CIO Alain Bergeron is a member of Canada's Clean50, an honor recognizing leadership in sustainable development and clean capitalism. The firm incorporates ESG factors into its investment decision-making as part of its insurance balance-sheet management, though detailed public reporting on specific ESG metrics may be limited.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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