Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Day (February 2025)
15 slides from Ia Financial's investor day presentation, Feb 24, 2025
Slide 1: Ready for more: Uniquely positioned for accelerated growth
iA Wealth Ready for more Uniquely positioned for accelerated growth 2025 INVESTOR EVENT
Slide 2: Stephan Bourbonnais, Executive Vice-President, iA Wealth
2025 INVESTOR EVENT Stephan Bourbonnais Executive Vice-President iA Wealth 2
Slide 3: Key takeaways
2025 iA WEALTH INVESTOR EVENT Key takeaways Unique value Unparalleled depth Leader in the proposition through our well independent space: in the wealth established and #1 in assets and management comprehensive unmatched scale industry capabilities of advisors 3
Slide 4: Canada's wealth management industry
2025 iA WEALTH INVESTOR EVENT Canada’s wealth management industry An opportunity for focused wealth managers Our deep AUA UPSCALE & AFFLUENT conviction within the $6.7T 91% expanding 2023: 2032: Total retail independent Retail financial wealth financial wealth advisory marketplace $11.2T $10.2T by 2
Slide 5: Unique value proposition
2025 iA WEALTH INVESTOR EVENT Unique value proposition A clear value proposition that is recognized by the industry HIGH We offer a level Bank-owned of financial broker-dealers strength combined Financial with a level of strength & ability independence to invest that’s Smaller unmatched Independents
Slide 6: Building unstoppable momentum
2025 iA WEALTH INVESTOR EVENT Building unstoppable momentum Highlighted by a record growth year in 2024 Recruiting Asset growth 2024 record The strength Total AUM1/AUA1 growth to support +8.5% $153B² Asset growth: 20% our ambition $6.0B 5-year in 2024 CAGR for continued Recruiting: $6B+ in +36% $102
Slide 7: Unparalleled depth: Robust wealth management capabilities
2025 iA WEALTH INVESTOR EVENT Unparalleled depth: Robust wealth management capabilities Establishing a new standard in client service and advisor support Industry leading digital tools Unique access to asset Elevate the and leading-edge technology management capabilities value proposition State of t
Slide 8: Leader: Canada's #1 independent wealth manager
2025 iA WEALTH INVESTOR EVENT Leader: Canada’s #1 independent wealth manager #1 non-bank dealer A beacon for independent advisors and access (AUA/AUM) to best-in-class asset managers 2,500+ independent Our operating model: distribution drives growth, advisors coast manufacturing enhances margins to
Slide 9: Unmatched Scale: Coast-to-coast distribution
2025 iA WEALTH INVESTOR EVENT Unmatched Scale: Coast-to-coast distribution Broad national distribution powerhouse with deep advisor ties across local communities National in scale Local in focus Alberta Atlantic British Columbia 152 advisors 168 advisors 303 advisors $8B AUA $7B AUA Manitoba Quebec
Slide 10: Focused for more growth
2025 iA WEALTH INVESTOR EVENT Focused for more growth Our levers to drive our asset and profit growth Financial target1 Focus on organic Foster advisor Leverage positioning growth from our retention by to attract business- entrepreneurial elevating our value minded advisors advisors proposition Targ
Slide 11: Appendix
Appendix 2025 INVESTOR EVENT
Slide 12: Footnotes
2025 APPENDIX – READY FOR MORE, UNIQUELY POSITIONED FOR ACCELERATED GROWTH – STEPHAN BOURBONNAIS INVESTOR EVENT Footnotes Slide 4 Source : nvestor Economics Household Balance Sheet Report 2022, Rebased. Slide 6 (1) Assets under Management (AUM) and Assets under Administration (AUA) represent supplem
Slide 13: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, UNIQUELY POSITIONED FOR ACCELERATED GROWTH – STEPHAN BOURBONNAIS INVESTOR EVENT Non-IFRS and Additional Financial Measures iA Financial Corporation (hereinafter referred to as the “Company”) reports its financial results and statements in accordance with IFRS® Account
Slide 14: Forward-looking statements
2025 APPENDIX – READY FOR MORE, UNIQUELY POSITIONED FOR ACCELERATED GROWTH – STEPHAN BOURBONNAIS INVESTOR EVENT Forward-looking statements This document may contain statements relating to strategies used by iA Financial Group or statements that are predictive or otherwise forward-looking in nature,
Slide 15: February 24, 2025
FEBRUARY 24, 2025