Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Presentation (September 2022)
19 slides from Ia Financial's investor presentation, Sep 30, 2022
Slide 1: Company profile
WITH YOU Company profile Data as at September 30, 2022
Slide 2: iA Financial Group is one of the largest insurance and wealth management groups in Canada
iAFinancial Group is one of the OUR PURPOSE largest insurance and wealth For our clients to be confident and secure about their management groups in Canada, future. with operations in the United States. OUR MISSION To ensure the financial wellbeing of our clients by Founded in 1892, it is an importa
Slide 3: Building for the long term
BUILDING FOR STRATEGIC AXES THE LONG TERM Growth To be a North American financial institution operating in sectors deemed strategically important where we can be Our strategic plan for the coming the leader in the mass/mid markets years is based on four strategic Client experience axes: growth, clie
Slide 4: Our five values
OUR FIVE VALUES Respect for High- Continuous individuals Service- Teamwork performance improvement and oriented environment distributors 1 2 3 4 5
Slide 5: The group today
THE GROUP TODAY 4 million 8,600 50,0001 $196.2 $7.4 + + + billion billion clients employees representatives assets market under management capitalization and administration† 1 In prior years, the number of representatives presented was that of the individual insurance and individual wealth managemen
Slide 6: Divisions
THE GROUP TODAY iA Financial Group has four main lines of business in Canada: — Individual Insurance and Individual Wealth Management, which address the needs of retail customers. — Group Insurance and Group Savings and Retirement, which address the needs of groups and businesses. A fifth line of bu
Slide 7: Diversified business mix
DIVERSIFIED BUSINESS MIX driven by a shared purpose, a strong vision and high ambition Foundation Long-established businesses in which iA excels and is already a leader. Retail Individual Distribution Expansion Insurance (Insurance High-growth distinctive (Canada) and Wealth) businesses in which iA
Slide 8: Shareholder return
SHAREHOLDER RETURN The company is managed with a long-term perspective. The sustained growth in the company’s book value1 and common share price since 2000 reflects the success of this approach and the scale of the company’s growth as a whole. IAG Share Price Historical CAGR: 11% $70.19 $62.38 Septe
Slide 9: Business growth
BUSINESS GROWTH Growth of premiums and deposits† Growth in assets†, which is reliant ORGANIC GROWTH is the result of new sales and strong on gross sales, in-force business Organic growth is strong and steady. retention of in-force business. persistency and the return on assets, It is supported by ou
Slide 10: Earning power, financial strength
EARNING POWER FINANCIAL STRENGTH Our long-term Net income attributed We have a solid balance sheet Solvency ratio † strategy and to common shareholders and a low debt ratio1 that (%) the success of ($Million) provides us with great financial recent profitability 830 flexibility. Our capital position
Slide 11: Shaping the iA ecosystem of the future
SHAPING THE iA ECOSYSTEM OF THE FUTURE Growth Digital initiatives to contribute Continuity of digital strategy goes beyond IT: to 1%+ of annual core EPS growth An integrated approach based on our four strategic axes Deepening a 360 client view Client — Provide a high-level client/advisor experience
Slide 12: Credit ratings
CREDIT RATINGS The company and its subsidiaries receive credit ratings from three independent rating agencies: Standard & Poor’s, DBRS and A.M. Best. These ratings, presented in the table below, confirm the financial strength of the company and its subsidiaries and their ability to meet their commit
Slide 13: ESG ambition
ESG AMBITION To contribute to sustainable growth and wellbeing for our clients, employees, partners, investors and communities Our main targets — Reduction of our GHG emissions by 20% per employee by 2025 — Now and in the future, achieve increased gender equity of between 40% and 60% in iA Financial
Slide 14: Concrete actions for a sustainable future
CONCRETE ACTIONS FOR A SUSTAINABLE FUTURE ENVIRONMENT SOCIAL GOVERNANCE OUR CONTRIBUTION TO SUSTAINABLE FINANCE – Signatory of United Nations Principles for Responsible Investment (PRI) – Publication of Responsible Investment Policy in 2021 – Publication of our first Sustainability – Climate Change
Slide 15: Contacts
CONTACTS CUSTOMER SERVICE PUBLIC RELATIONS INVESTOR RELATIONS 418-684-5000 or 1-800-463-6236 418-684-5000, ext. 101660 418-684-5000, ext. 105862 infolife@ia.ca public.relations@ia.ca investors@ia.ca For information on our earnings releases, conference calls and related disclosure documents, consult
Slide 16: Non-IFRS and additional financial measures
NON-IFRS AND ADDITIONAL FINANCIAL MEASURES iA Financial Corporation and iA Insurance report their financial results and statements in accordance with International Financial Reporting Standards (“IFRS”). They also publish certain financial measures or ratios that are not based on IFRS (“non-IFRS”).
Slide 17: Forward-looking statements
FORWARD-LOOKING STATEMENTS — This document may contain statements relating to strategies used by iA Financial Group or statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “may”, “will”, “could”, “should”, “would”, “suspect
Slide 18: Forward-looking statements (continued)
FORWARD-LOOKING STATEMENTS (CONTINUED) — Potential impacts of the COVID-19 pandemic – Since March 2020, the COVID-19 pandemic has had major, unprecedented implications for both society and the economy. The overall impact of the COVID-19 pandemic is still uncertain and depends on many factors, such a
Slide 19: iA Financial Group trademark notice
iA Financial Group is a business name and trademark of i Financial Corporation Inc. and Industrial Alliance Insurance and Financial Services Inc.
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