iA Financial Group

Global Warranty is a Canadian company specializing in vehicle warranty protection. It offers a range of plans, including comprehensive vehicle coverage, roadside assistance, and specialized protection for tires, rims, and glass. The company also manages claims and provides test drive coverage.

Clutch is a technology company focused on transforming the car buying experience by offering a fully online platform for purchasing high-quality certified vehicles. Through its website, customers can easily browse a diverse inventory of second-hand cars, select their preferred vehicle, and benefit from convenient at-home delivery. By eliminating traditional showrooms and commissioned salespeople, Clutch simplifies the purchasing process and provides competitive pricing. The company aims to enhance customer satisfaction by delivering a seamless and enjoyable car buying journey while also positively impacting the communities it serves.

AutoCanada is a prominent multi-location automobile dealership group in Canada, operating 53 franchised dealerships with a total of 60 franchises across eight provinces. The company employs over 3,700 individuals and specializes in the sale of both new and used vehicles. AutoCanada offers a diverse range of brands, including Chrysler, Dodge, Jeep, Ram, Chevrolet, GMC, Buick, Cadillac, Infiniti, Nissan, Hyundai, Subaru, Mitsubishi, Audi, Volkswagen, BMW, and MINI. In addition to vehicle sales, the company provides spare parts, maintenance services, and customer financing. The majority of its revenue is generated from the sale of used vehicles, with a significant portion of its operations and revenue derived from the Canadian market.

Vericity, Inc. is a company based in Chicago, Illinois, that specializes in providing life insurance protection products aimed at the middle American market. It operates through two main segments: Agency and Insurance. The Agency segment sells life insurance products for various unaffiliated insurance companies using a call center distribution platform, as well as independent agents and other marketing organizations. Additionally, it engages in insurance lead sales through its eCoverage web presence. The Insurance segment offers term life, accidental death, and final expense products, distributing them through independent producers, including direct distributors who market to consumers via call centers and regional and national independent producer groups. Vericity distinguishes itself through innovative product design and rapid issuance processes, offering products that typically do not require medical underwriting at the point of sale.

Clanmil Housing is a housing association. They provide report and guidelines antisocial behavior through their online website. Their customer support through email and phone contact.

Policygenius Inc. is an online insurance marketplace that provides brokerage services for various insurance products, including life, health, long-term disability, pet, and renters' insurance. Established in 2014 and headquartered in New York, the company leverages advanced technology alongside the expertise of licensed agents to assist individuals in obtaining the necessary coverage to safeguard their families, properties, and finances. Policygenius enables users to review, research, and compare insurance quotes, facilitating informed decisions and ensuring they find the right policies at competitive prices. Since its inception, Policygenius has served millions of customers, securing over $160 billion in coverage.

Surex Direct is a rapidly growing online insurance brokerage based in Canada, specializing in providing a range of insurance products including auto, home, condo/tenant, and business insurance. The company enables clients to quote, compare, and purchase insurance policies online, offering immediate access to proof of insurance. With partnerships with over ten insurers, Surex Direct serves clients across multiple provinces, including British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Prince Edward Island, Yukon, and the Northwest Territories. The brokerage aims to simplify the insurance purchasing process by facilitating online price comparisons and providing tailored coverage options to meet diverse client needs.

Borrowell Inc. is a financial technology company based in Toronto, Canada, founded in 2014. It specializes in offering a range of financial products and services, including personal loans, credit cards, and free credit scores. Borrowell operates an online marketplace-lending platform that provides Canadians with access to borrowing options and unsecured consumer loans. The company is dedicated to enhancing financial prosperity for its users by offering tools for credit education, personalized credit coaching, and AI-driven recommendations for financial products. By delivering resources such as credit monitoring and tailored options from marketplace partners, Borrowell aims to help customers secure low-interest loans and improve their overall financial well-being.

IAS has been leading the aftermarket industry in developing superior aftermarket programs and F&I software solutions since 1984. Headquartered in Austin, Texas, IAS offers the highest quality F&I products in the industry and backs them up with the finest quality administration and claims that exceed industry standards. In addition to exceptional product development and unparalleled customer service, IAS also offers world-class technology solutions that create a sensible and profitable turn-key approach to F&I.

PayBright is a Toronto-based company established in 2009 that offers a consumer payments and lending platform designed to enhance the everyday commerce experience for Canadians. It specializes in point-of-sale financing, enabling customers to finance their purchases through a series of biweekly or monthly installments. PayBright partners with various merchants across multiple sectors, including e-commerce, fashion, electronics, and home goods, to provide flexible and affordable payment options for both online and in-store transactions. The company's proprietary technology facilitates real-time payment solutions, making it easier for consumers to manage their spending while increasing accessibility to a wide range of products and services.

Groupe PPP Ltee, founded in 1980 and based in Quebec, Canada, specializes in designing, developing, and offering warranty and insurance products for a wide range of vehicles. The company provides extended warranty options, replacement insurance, and life/disability insurance solutions targeted at automobiles, leisure vehicles, and recreational vehicles. Serving the automotive industry, Groupe PPP has established a strong reputation for reliability and customer service, operating over 800 points of sale throughout Quebec. The company's diverse offerings include after-sale marketing products and technological solutions, aimed at enhancing customer loyalty and optimizing the profitability of its automotive partners. With a commitment to adapting to the evolving needs of the automotive sector, Groupe PPP has developed significant expertise in extended automobile warranties and maintains strategic partnerships with prominent industry players, including a long-standing collaboration with CAA-Quebec.

Health Smart Financial Services Inc. is a Canadian point-of-sale consumer lender that specializes in providing financing solutions primarily for the healthcare sector. Founded in 2009 and based in Toronto, the company operates a real-time financing platform that enables medical professionals to offer their clients various affordable payment options. This platform allows customers to make purchases through monthly installments or interest-free payments, enhancing access to essential services. Health Smart partners with healthcare providers across multiple segments, including dentistry, fertility, audiology, mobility devices, veterinary services, and cosmetic procedures, while also serving select non-healthcare sectors such as retail and electronics. Since its inception, Health Smart has facilitated over $170 million in consumer credit, empowering merchants to increase sales and improve customer access to their offerings. As of January 2021, Health Smart operates as a subsidiary of Affirm Canada Holdings Ltd.

iA Group Retirement Services Inc. offers recordkeeping and administrative services. BMO Financial Group serves more than 12 million personal, commercial, corporate and institutional customers in North America and internationally.

Groupe Financier Moreau Inc. is a prominent financial services firm based in Laval, Canada, specializing in life insurance and travel insurance. The company provides a range of financial services, including financial, tax, and estate planning advice tailored to meet the needs of its clients. In addition to its core insurance offerings, Groupe Financier Moreau also delivers training services for financial advisors, enhancing their expertise in the industry. As a subsidiary of National Financial Insurance Agency Inc. since March 2016, the firm is well-positioned to adapt to the evolving financial landscape in Quebec.

BBA Financial Group is a provider and distributor of personal insurance products, specializing in a wide range of offerings. The company focuses on life and health insurance, as well as various travel-related insurance products, including emergency medical travel insurance, sports travel insurance, accident insurance, and student travel insurance. BBA Financial Group operates through representatives and collaborates with financial services companies to reach its clients effectively.

CTL was established to serve Canadian consumers needing to purchase a vehicle, yet unable to obtain traditional bank financing. CTL has evolved from modest beginnings – an idea and one vehicle loan in 2010 into Canada’s largest privately held vehicle finance company, serving the non-traditional consumer market. Extremely disciplined in its approach to underwriting and collecting, CTL is entering its sixth year of operations with a solid balance sheet. CTL operates a five tier finance program serving the near-prime to sub-prime credit markets through a growing network of independent and franchise automotive dealers across Canada.

Fin-XO Securities Inc. is a financial services provider located in Ottawa, Canada. The company offers a range of services, including investment advisory and asset management, catering to individuals, institutions, companies, and governments. As of October 1, 2015, Fin-XO Securities operates as a subsidiary of Industrial Alliance Securities Inc.

Leon Frazer & Associates is a privately owned investment manager based in Toronto, Ontario, with additional offices in Vancouver and Calgary. Established in 1939, the firm specializes in managing investment portfolios for high net worth individuals, estates, trusts, and various institutions, including corporate and charitable foundations, holding companies, and pension plans. With a dedicated team of investment professionals, the firm manages equity, fixed income, and balanced portfolios, employing a fundamental analysis approach characterized by bottom-up stock selection. It utilizes both in-house and external research to construct its investment strategies, focusing primarily on the public equity and fixed income markets in Canada and the United States. Leon Frazer & Associates has built a strong reputation for its expertise in dividend investing and is recognized as one of Canada's leading investment management firms.