iA Financial Corporation Inc., through its subsidiary, Industrial Alliance Insurance and Financial Services Inc., provides various life and health insurance products in Canada and the United States. The company operates through Individual Insurance, Individual Wealth Management, Group Insurance, Group Savings and Retirement, US Operations, and Other segments. It offers life, health, disability, and mortgage insurance products, as well as individual products and services for savings plans, securities brokerage, trust operations, and mutual funds. The company also provides group insurance products and services, including accidental death and dismemberment, dental care, short and long-term disability insurance, products for employee plans; creditor and replacement insurance, replacement warranties, extended warranties, and other products for dealer services; and specialized products. In addition, the company offers group products and services for savings plans, retirement, and segregated funds. Further, the company provides auto and home insurance products, as well as offers asset management and financing services. The company was founded in 1892 and is headquartered in Québec, Canada.

iA Financial Corporation Inc.

Cash and Short-Term Investments

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Stocks

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Loans

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Policy Loans

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Other Investments

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Investment Properties

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Other Assets

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Reinsurance Assets

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Insurance Contract Assets

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Reinsurance Contract Assets

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Fixed Assets

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Deferred Income Tax Assets

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Intangible Assets

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Goodwill

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General Fund Assets

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Segregated Funds Net Assets

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Reinsurance Contract Liabilities

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Other Liabilities

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Debentures

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General Fund Liabilities

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Liabilities Related to Segregated Funds Net Assets

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Insurance Contract Liabilities Related to Segregated Funds

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Total Liabilities

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Common Shares and Contributed Surplus

Debt Securities

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Equity and Preferred Securities

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Cash and Cash Equivalents

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Net Property, Plant & Equipment

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Claims Reserves

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Revenue

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Adjusted EBT

Adjusted Funds From Operations

Assets	LTM	Dec '24	Dec '23	Dec '22	Dec '21	Dec '20	Dec '19	Dec '18	Dec '17
Debt Securities	32,074	32,690	29,940	26,117	32,893	32,099	27,508	23,592	22,944
Bonds
Equity and Preferred Securities	6,217	5,130	4,069	4,028	3,906	3,286	3,024	3,055	3,467
Stocks
Other Investments	6,206	6,194	7,230	7,061	7,306	7,813	8,279	6,886	6,270
Loans
Derivative Financial Instruments
Policy Loans
Other Investments
Investment Properties
Total Investments	46,821	45,580	42,618	38,564	45,651	45,147	39,919	34,579	33,822
Total Investments
Cash and Cash Equivalents	2,324	1,566	1,379	1,358	1,546	1,949	1,108	1,046	1,141
Cash and Short-Term Investments
Reinsurance Contract Assets	3,415	3,487	2,479	2,263	2,210	1,981	1,030	1,001	482
Reinsurance Assets
Reinsurance Contract Assets
Insurance Contract Assets
Net Property, Plant & Equipment	260	317	320	337	369	390	394	277	256
Fixed Assets
Net Intangible Assets	1,952	1,964	1,847	1,784	1,708	1,621	1,110	1,071	827
Intangible Assets
Goodwill	1,507	1,490	1,318	1,318	1,267	1,224	606	633	477
Goodwill
Other Assets	65,934	57,023	45,264	40,162	43,454	36,103	30,089	25,979	26,042
Other Assets
Deferred Income Tax Assets
Segregated Funds Net Assets
Total Assets	119,889	109,861	93,846	84,428	94,659	86,466	73,148	63,540	61,906
Total Assets

Liabilities	LTM	Dec '24	Dec '23	Dec '22	Dec '21	Dec '20	Dec '19	Dec '18	Dec '17
Claims Reserves	37,504	36,894	33,630	29,685	36,540	36,527	30,665	25,940	25,564
Insurance Contract Liabilities
Reinsurance Contract Liabilities	—	—	8	233	—	—	—	—	—
Reinsurance Contract Liabilities
Other Liabilities	74,073	65,500	53,170	47,383	50,874	43,426	36,353	31,882	31,264
Investment Contract Liabilities
Investment Contract Liabilities and Deposits
Derivative Financial Instruments
Other Liabilities
Deferred Income Tax Liabilities
Debentures
Liabilities Related to Segregated Funds Net Assets
Insurance Contract Liabilities Related to Segregated Funds
Investment Contract Liabilities Related to Segregated Funds
Total Liabilities	111,577	102,394	86,808	77,301	87,414	79,953	67,018	57,822	56,828
Total Liabilities

Equity	LTM	Dec '24	Dec '23	Dec '22	Dec '21	Dec '20	Dec '19	Dec '18	Dec '17
Preferred Stock	1,000	600	375	525	525	525	525	525	—
Preferred Shares and Other Equity Instruments
Additional Paid-in Capital	1,534	1,540	1,620	1,692	1,723	1,694	1,684	1,678	1,915
Common Shares and Contributed Surplus
Retained Earnings	5,778	5,327	5,043	4,910	4,949	4,253	3,879	3,463	3,122
Retained Earnings and Accumulated Other Comprehensive Income
Total Common Shareholders' Equity	8,312	7,467	7,038	7,127	7,197	6,472	6,088	5,666	5,037
Minority Interests and Other	—	—	—	—	48	41	42	52	41
Participating Policyholders' Accounts
Total Shareholders' Equity	8,312	7,467	7,038	7,127	7,245	6,513	6,130	5,718	5,078
Total Equity
Total Liabilities and Shareholders' Equity	119,889	109,861	93,846	84,428	94,659	86,466	73,148	63,540	61,906
Total Liabilities and Equity