iA Financial Group Adds Advisor Team With Over $1.5 Billion in Client Assets

Former bank team joins iA Private Wealth

QUEBEC CITY--(BUSINESS WIRE)--iA Financial Group is pleased to announce that a distinguished team of advisors has chosen to join iA Private Wealth from a major bank-owned brokerage firm in Saskatoon. Managing over $1.5 billion in client assets, this strategic addition will significantly strengthen iA’s presence in Western Canada.

Formerly known as Miazga Koruluk, a premier investment advisory team, the group will now operate as First Growth Multi Family Office at iA Private Wealth. The team brings considerable expertise and has established a solid reputation for earning client trust across Western Canada.

“We are pleased to welcome this outstanding team to iA Private Wealth. Our commitment to our highly independent and entrepreneurial advisor-focused culture was critical to Stephen, Robin, Sean and Caitlin’s decision to join our firm. Their joining underscores the strength of our wealth platform, as well as the effectiveness of our technology and resources in attracting advisors,” said Adam Elliott, President and CEO of iA Private Wealth.

“This new addition is consistent with our objectives set during the RF Capital transaction announcement to welcome more new advisors, accelerate our growth strategy and strengthen the value proposition for both clients and advisors,” stated Stephan Bourbonnais, Executive Vice-President, Wealth Management at iA Financial Group.

As part of iA Private Wealth, the newly joined team will benefit from enhanced resources, cutting-edge technology, and an entrepreneurial culture designed to empower advisors to grow their practice and elevate client service. This move further demonstrates iA Wealth’s commitment to providing robust support and innovative solutions for advisors and their clients across Canada.

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”, “expect”, “anticipate”, “intend”, “plan”, “believe”, “estimate”, and “continue” (or the negative thereof), as well as words such as “objective”, “goal”, “guidance”, “outlook” and “forecast”, or other similar words or expressions. Such statements constitute forward-looking statements within the meaning of securities laws. In this document, forward-looking statements include, but are not limited to, expectations regarding the addition of First Growth Multi Family Office at iA Private Wealth and the intended benefits therefrom. These statements are not historical facts; they represent only expectations, estimates and projections regarding future events and are subject to change. Client assets serviced by the advisor are subject to change as clients may not elect to transfer assets to iA Private Wealth or to subsequently transfer such assets to other financial services providers, and as a result of market conditions and other factors.

Although iA Financial Group believes that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements. In addition, certain material factors or assumptions are applied in making forward-looking statements, and actual results may differ materially from those expressed or implied in such statements.

Additional information about the material factors that could cause actual results to differ materially from expectations and about material factors or assumptions applied in making forward-looking statements may be found in the “Risk Management” section of the Management’s Discussion and Analysis for 2025 and elsewhere in iA Financial Group’s filings with the Canadian Securities Administrators, which are available for review at sedarplus.ca.

The forward-looking statements in this document reflect iA Financial Group’s expectations as of the date of this document. iA Financial Group does not undertake to update or release any revisions to these forward-looking statements to reflect events or circumstances after the date of this document or to reflect the occurrence of unanticipated events, except as required by law.

About iA Financial Group

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares).

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iA Financial Group is a business name and trademark of iA Financial Corporation Inc.