Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Day (February 2025)
18 slides from Ia Financial's investor day presentation, Feb 24, 2025
Slide 1: Canadian Growth Strategy: Ready for more
Canadian Growth Strategy Ready for more Outpacing market growth in Canada 2025 INVESTOR EVENT
Slide 2: Pierre Miron
2025 INVESTOR EVENT Pierre Miron Executive Vice-President Chief Growth Officer Canadian Operations 2
Slide 3: Key takeaways
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Key takeaways Our business Distribution is a Excel in the model is unique key differentiating combination and we do things strength for all of of human and differently our businesses technology 3
Slide 4: Achieving sustainable growth through a diversified, unique business portfolio
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Achieving sustainable growth 5.5M+ through a diversified, unique Clients across Canada business portfolio Foundation Synergies Geographical Synergies Expansion Individual Insurance Group Benefits and Individual #1 in Canada for number Retirement Solutions
Slide 5: A proven track record of consistent growth
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT A proven track record of consistent growth Insurance, Canada Wealth Management Premiums1,2 AUM2/AUA2 ($M) ($M) 10% CAGR 5 365 9% CAGR 208 782 over the over the last 5 years last 5 years 3 709 146 904 2020 2021 2022 2023 2024 2020 2021 2022 2023 2024 5 For
Slide 6: iA's effective foundational pillars fueling our leadership position
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT iA's effective foundational pillars fueling our leadership position We operate in well-defined, We have a proven record in strategic markets managing distribution Target Distribution markets the iA way We have the systems and Scalability Products We lever
Slide 7: Group Benefits and Retirement Solutions
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Group Benefits and Retirement Solutions High return, low guarantee products fueling iA’s ROE Successful Untapped growth potential through focus on in advisor relationships the mid-market outside of Quebec Target Distribution markets the iA Leveraging our
Slide 8: Dealer Services
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Dealer Services Standing out through our unique focus on distribution and F&I products Largest OEM provider in Canada Targeting consumers of new and Distribution through 4,000+ used automotive, leisure and heavy dealers, OEMs and partnerships equipment as
Slide 9: iA Auto and Home
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT iA Auto and Home P&C contributes to iA’s profitable and diversified product mix Targeting mass and mid-market Optimizing client referrals Maximizing synergies from iA networks to generate between business units Target leads for other business units Distri
Slide 10: Empowering business growth through technology
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Empowering business growth through technology In 2021, Since 2021, we committed to: we have: Investing $500M+ • Accelerated business growth and tremendous sales momentum, in technology supported by our strategic investments in technology and AI for strate
Slide 11: We empower growth through technology
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT We empower growth Keep the pace through and invest up to technology $400M/year Continuing to invest in our digital evolution to deliver solid business Modernizing Optimizing Investing our business the use of data in Ax and Cx growth platforms and AI to en
Slide 12: Key takeaways
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Key takeaways Our business Distribution is a Excel in the model is unique key differentiating combination and we do things strength for all of of human and differently our businesses technology 12
Slide 13: Outpacing market growth in Canada
2025 CANADIAN GROWTH STRATEGY INVESTOR EVENT Outpacing market growth in Canada Individual Insurance Individual Wealth Elevating our performance by leveraging Uniquely positioned our competitive advantages for accelerated growth RENÉE LAFLAMME STEPHAN BOURBONNAIS Executive Vice-President, Individual
Slide 14: Appendix
Appendix 2025 INVESTOR EVENT
Slide 15: Footnotes
2025 APPENDIX – READY FOR MORE, OUTPACING MARKET GROWTH IN CANADA – PIERRE MIRON INVESTOR EVENT Footnotes Slide 4 (1) LIMRA Canadian Individual Life Insurance Sales Report, 2024 (2) Investor Economics Insurance Report, January 2025 (3) Sales a supplementary financial measure. Refer to the “Non-IFRS
Slide 16: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, OUTPACING MARKET GROWTH IN CANADA – PIERRE MIRON 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® Accounting Standards (r
Slide 17: Forward-looking statements
2025 APPENDIX – READY FOR MORE, OUTPACING MARKET GROWTH IN CANADA – PIERRE MIRON 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, that depend upon
Slide 18: February 24, 2025
FEBRUARY 24, 2025