iA Financial Group

Founded in 1892, iA Financial Group offers a comprehensive range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgages and car loans as well as a host of other financial products and services. Responsible for the administration and management of over $126.2 billion in assets, our publicly-listed company ranks among Canada’s largest and most prominent insurance companies. Thanks to our conservative investment policy, wise capital management practices and solid risk management culture, iA Financial Group enjoys financial stability and flexibility, which allows it to grow and withstand any potential economic shocks.

Catherine Milum

President and CEO

Past deals in Insurance Brokers

Surex

Acquisition in 2021
Surex Direct is an online insurance brokerage based in Canada, specializing in auto, home, condo/tenant, and business insurance. The company allows customers to quote, compare, and purchase insurance online, providing access to instant proof of insurance. Surex Direct partners with over ten insurance providers to offer a variety of coverage options. The company operates in several provinces, including British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Prince Edward Island, Yukon, and the Northwest Territories. By focusing on a user-friendly online platform, Surex Direct facilitates price comparison to help clients find the insurance solutions that best meet their needs.

Borrowell

Series C in 2021
Borrowell Inc., founded in 2014 and based in Toronto, Canada, is a financial technology company that specializes in providing credit education and personal financial services. The company offers free credit scores, credit monitoring, and personalized financial product recommendations through its online marketplace-lending platform. Borrowell helps Canadians access various financial products, including personal loans, credit cards, and mortgages, while also providing tools for debt management and financial improvement. By integrating innovative digital solutions such as personalized credit coaching and AI-driven recommendations, Borrowell aims to enhance the financial well-being of its customers and promote responsible borrowing practices.
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