iA Wealth

What iA Wealth does

iA Wealth is the wealth management division of iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.), one of Canada's largest insurance and wealth management companies, founded in 1892 and headquartered in Etobicoke, Canada. The division operates four core sub-brands — Investia, iA Private Wealth, iA Clarington and iA Capital Markets — collectively administering or managing over $177 billion in assets, alongside a parent-level $330 billion in assets under management and administration. iA Wealth serves individual investors, high-net-worth individuals and families, business owners, institutional and corporate clients, and retail advisors across Canada and the United States.

iA Wealth generates revenue through three primary streams: recurring advisory and management fees on wealth planning and investment fund services (management expense ratios on mutual funds, fees on guaranteed investment products, advisory fees on individual securities and managed accounts), and transaction-based fees on capital markets activities including equity, debt and structured product underwriting, M&A advisory, market research, and securities trading. Distribution is executed through a nationwide network of more than 450 independent Investment Advisor teams under iA Private Wealth, a parallel network of independent investment funds representatives under Investia, and direct institutional coverage via iA Capital Markets offices in Montreal, Toronto and Calgary. The division's technology infrastructure is inherited from iA Financial Group's broader financial technology platform; no proprietary technology stack is disclosed.

The business model combines the high-touch boutique service model of an independent advisor network with the financial stability of a top-tier Canadian financial institution. iA Wealth leverages iA Financial Group's 125+ year operating history, group-level scale, and multi-channel distribution to compete across wealth planning, asset management, and capital markets. Customer acquisition relies on direct outreach through the corporate website (iawealth.ca) contact form, with a French-language parallel site (iagestiondepatrimoine.ca), alongside advisor-led client development under the independent channel structure.

Name

iA Wealth

Legal name

Industrial Alliance Insurance and Financial Services Inc.

Website

https://iawealth.ca

Company type

Public

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

iA Wealth is the wealth management division of iA Financial Group, offering wealth planning, investment funds and capital markets services through subsidiaries Investia, iA Private Wealth, iA Clarington and iA Capital Markets across Canada and the United States.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Introduction & Prime Services (FSACAFAK)

Keywords

• Wealth management services
• Investment funds management
• Capital markets services
• Mutual fund products
• Investment advisory services

Headquarters

HQ city

Etobicoke

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Services: Full range of wealth management services including investment solutions, wealth planning, and access to individual securities and mutual funds. Revenue generated through advisory fees, management fees, and potentially transaction-based charges.
2. Investment Fund Management: Management of mutual funds, guaranteed investment products, Active ETF Series, and socially responsible investments. Revenue from management expense ratios (MER) and fund management fees.
3. Capital Markets Services: Equity, debt and structured product underwriting, M&A advisory, market research, and comprehensive access to global securities markets through equity, fixed-income and foreign exchange trading desks.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

iA Wealth is a division of iA Financial Group providing a full range of wealth management services and investment solutions through four sub-brands: Investia (wealth planning via independent fund representatives), iA Private Wealth (tailored wealth management via 450+ independent advisor teams), iA Clarington (actively managed mutual funds, ETFs and socially responsible investments), and iA Capital Markets (equity, debt and structured product underwriting, M&A advisory, market research, and trading desks spanning global securities markets).

Product overview

iA Wealth is a division of iA Financial Group offering a full range of wealth management services and investment solutions. The portfolio comprises four distinct sub-brands that work together to serve different client segments: Investia provides wealth planning through independent investment fund representatives; iA Private Wealth offers tailored wealth management for individuals, families and business owners through a network of over 450 advisor teams; iA Clarington delivers high-conviction actively managed investment strategies including mutual funds, ETFs and socially responsible investments; and iA Capital Markets provides institutional-grade investment banking services including equity, debt and structured products, M&A advisory, and global securities market access.

Differentiator

Problem solved

Functional benefit

Brands

• Investia: Tailored wealth planning solutions through nationwide network of independent investment funds representatives, with over $78 billion in assets under administration.
• iA Private Wealth
• iA Clarington
• iA Capital Markets

Products and services

• Investia Wealth planning solutions delivered through a nationwide network of independent investment funds representatives, offering mutual fund and guaranteed investment products, with over $78 billion in assets under administration. Targeted at individual investors seeking access to wealth planning services and investment funds across Canada.
• iA Private Wealth Comprehensive, tailored wealth management solutions for individuals, families and business owners, delivered through a network of more than 450 independent Investment Advisor teams, providing access to a broad range of individual securities and mutual funds, wealth planning services and investment accounts, with over $75 billion in assets under administration.
• iA Clarington High-conviction, actively managed investment solutions bringing together North America's portfolio management teams, offering a diverse range of active strategies through mutual funds, portfolio solutions, Active ETF Series and socially responsible investments, managing over $24 billion in assets on behalf of investors across Canada.
• iA Capital Markets Boutique investment banking services combining high-touch service with the stability of a large financial institution, serving investor and corporate clients through offices in Montreal, Toronto and Calgary with equity, debt and structured product underwriting, M&A advisory, market research, and comprehensive access to global securities markets through equity, fixed-income and foreign exchange trading desks.

Quantifiable outcome

• $330 billion in assets under management and administration (iA Financial Group)
• +3 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• iA Financial GroupcoreStrategic or Co-development PartneriA Wealth is a division of iA Financial Group, one of the largest insurance and wealth management companies in Canada with operations in the United States. Founded in 1892, iA Financial Group is one of Canada's largest public companies with $330 billion in assets under management and administration. iA Wealth leverages the parent company's brand, infrastructure, and financial strength.
• InvestiacoreChannel Partner/ Reseller/ DistributorInvestia is a subsidiary under the iA Wealth umbrella offering tailored wealth planning solutions through its nationwide network of independent investment funds representatives. With over $78 billion in assets under administration, Investia is one of Canada's largest independent providers of mutual fund and guaranteed investment products.
• iA Private WealthcoreChannel Partner/ Reseller/ DistributoriA Private Wealth offers comprehensive, tailored wealth management solutions for individuals, families and business owners through a network of more than 450 independent Investment Advisor teams. With over $75 billion in assets under administration, the firm provides access to a broad range of individual securities and mutual funds, wealth planning services and investment accounts.
• iA ClaringtoncoreChannel Partner/ Reseller/ DistributoriA Clarington brings together some of North America's most respected portfolio management teams, offering a diverse range of active strategies through mutual funds, portfolio solutions, Active ETF Series and socially responsible investments, managing over $24 billion in assets on behalf of investors across Canada.
• iA Capital MarketscoreChannel Partner/ Reseller/ DistributoriA Capital Markets combines the high-touch service and tailored solutions of a boutique investment bank with the stability and scope of one of Canada's largest financial institutions. Serving investor and corporate clients through offices in Montreal, Toronto and Calgary, the firm offers equity, debt and structured product underwriting, M&A advisory, market research, and comprehensive access to global securities markets.

Scale indicators7 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• RBC Wealth Management: Royal Bank of Canada's wealth arm offers full-service advisory, private banking, and asset management to HNW and institutional clients across Canada and globally. Directly comparable as a large-scale Canadian wealth platform with retail and HNW advisor channels and in-house capital markets.
• BMO Wealth Management: Bank of Montreal's wealth division provides investment advisory, private banking, and asset management services to Canadian retail and HNW clients. Comparable as a Canadian bank-affiliated wealth manager serving retail and HNW segments with proprietary funds and advisor networks.
• TD Wealth: Toronto-Dominion Bank's wealth franchise delivers financial planning, private investment advice, and asset management across Canada. Comparable as a bank-integrated wealth platform serving retail, HNW, and institutional clients with in-house investment funds.
• CIBC Wealth Management: Canadian Imperial Bank of Commerce's wealth arm provides advisory, discretionary portfolio management, and private investment counsel. Comparable as a Canadian bank wealth platform with HNW advisory and proprietary fund capabilities.
• National Bank of Canada Wealth Management: National Bank Financial Wealth Management serves Canadian HNW clients through independent advisor teams and offers discretionary management. Closely comparable to iA Private Wealth's independent-advisor distribution model with a bank-backed parent.

Direct peers

• Manulife Wealth & Asset Management: Manulife's wealth and asset management business manages investment funds and retirement solutions globally, including Canada. Comparable as an insurance-integrated wealth manager (similar to iA Financial Group's structure) with mutual fund and ETF product suites.
• Sun Life Global Investments: Sun Life's Canadian asset management arm offers mutual funds, Segregated funds, and institutional investment management. Comparable as an insurance-affiliated investment manager offering mutual fund and segregated fund products similar to iA Clarington.
• Mackenzie Investments: Mackenzie is a major Canadian investment fund manager offering mutual funds, ETFs, and managed solutions. Comparable to iA Clarington in product mix and Canadian retail/institutional distribution.
• Canaccord Genuity: Canadian independent investment bank offering M&A advisory, equity underwriting, and wealth management through Canaccord Genuity Wealth. Comparable to iA Capital Markets' boutique investment banking positioning alongside HNW wealth advisory.
• Fidelity Canada: Fidelity's Canadian business provides mutual funds, ETFs, and institutional investment management. Comparable to iA Clarington for actively managed fund products and competes for retail investor flows in Canada.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ia-wealth

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iA Wealth