Company Organization Chart

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Industrial Alliance Insurance and Financial Services Life and health insurance and financial services Industrial Alliance Pacific IA Clarington Inc. L'excellence IA American Investment management Industrial Alliance Investment Management Fund manufacturing Industrial Alliance Mutual Funds Investia Financial Services Inc. Mutual fund brokerage Trust services FundEX General insurance Trust services Financial services brokerage

™Trademark of Industrial Alliance Insurance and Financial Services Inc., used under license by Industrial Alliance Pacific Insurance and Financial Services Inc.
™Trademark of Industrial Alliance Insurance and Financial Services Inc., used under license by IA Clarington Investments Inc.
™ Trademark of Industrial Alliance Insurance and Financial Services Inc., used under license of Industrial Alliance General Insurance Company.
™ Trademark of Industrial Alliance Insurance and Financial Services Inc., used under license by The Excellence Life Insurance Company
™ Trademark of Industrial Alliance Insurance and Financial Services Inc., used under license by IA American Life Insurance Company.

Industrial Alliance, Insurance and Financial Services Inc.

Industrial Alliance Insurance and Financial Services Inc.

Summary

  • Life and health insurance and financial services company
  • Created in 1892
  • Head office in Quebec City, Quebec
  • Acts as the parent company of the Industrial Alliance group and as an operating company throughout Canada
  • Offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services
  • Contribute to te financial well-being of over three million Canadians
  • Employs more than 3,400 people
  • Relies on a network of some 1,600 Career agents and 12,000 brokers
  • Assets under management and under administration: $49.5 billion (December 31, 2008)
  • Demutualized in February 2000
  • Ticker symbol: IAG; Toronto Stock Exchange
  • Among the 100 largest stock companies in Canada
Industrial Alliance Pacific Insurance and Financial Services

Industrial Alliance Pacific Insurance and Financial Services Inc.

Summary

  • Life and health insurance and financial services company
  • Formerly known as The North West Life Assurance Company of Canada
  • Created in 1951
  • Head office in Vancouver, British Columbia
  • Acquired by Industrial Alliance in 1982
  • Merged with Seaboard Life in 1999, a life and health insurance company acquired by Industrial Alliance
  • Offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, mortgage loans and other financial products and services
  • Assets under management: $4.0 billion (December 31, 2008)
Excellence

L’Excellence Life Insurance Company

Summary

  • Life and health insurance company
  • Created in 1962
  • Head office in Montreal, Quebec
  • Acquired by Industrial Alliance in 2008
  • Specialized in the manufacturing and distribution of life and health insurance products for individuals, corporations and professional associations
  • Direct written premiums: $89.6 million (2008)
American

IA American Life Insurance Company

Summary

  • Life and health insurance company
  • Acquired by Industrial Alliance in 2008
  • Formerly known as United Family Life Insurance Company
  • Will be used as an Industrial Alliance's platform to market its products in the family market in the U.S.
  • Head office located in Phoenix, Arizona
  • Equity: US$29.8 million (December 31, 2008)
IA Clarington Inc.

IA Clarington

Summary

  • Investment fund manager and promoter
  • Created in 2006 following the integration of Industrial Alliance Fund Management Inc. (IAFM), which was created in 2004, with Clarington Corporation, which was created in 1996 and acquired by Industrial Alliance in 2005
  • Executive offices in Toronto, Ontario and Quebec City, Quebec
  • Specializes in the promotion, management and distribution of its investment funds across Canada
  • In 2008, IA Clarington acquired Sarbit Asset Manangement Inc., a mutual fund management firm
  • Assets under management: $6.0 billion (December 31, 2008)
Investia Financial Services Inc.

Investia Financial Services Inc.

Summary

  • Mutual fund broker
  • In operation since 1999
  • Head office in Quebec City, Quebec
  • Offers the funds of most major Canadian mutual fund companies and segregated
  • Acquired firms: Groupe Financier Concorde (2001), Global Allocation Financial Group Inc. (2003), AEGON Dealer Services Canada Inc. and its affiliated network Money Concepts (Canada) Limited (2008) and the Quebec-based financial advisors network of DundeeWealth Inc. (2008)
  • Assets under administration: 9 billion as of September 30, 2009
FundEX Investments Inc.

FundEX Investments Inc.

Summary

  • Mutual fund broker
  • Created in 1995
  • Head office in Markham, Ontario
  • Offers the funds of most major Canadian mutual fund companies
  • Initial participation of 25% acquired in 2002; ownership then gradually increased to reach 100% in 2007
  • Acquired FundTrade and merged with this company in 2006
  • Assets under administration: 9.6 billion (September 30, 2009)
Industrial Alliance Securities Inc

Industrial Alliance Securities Inc.

Summary

  • Full-service brokerage firm
  • Created in 2002
  • Head office in Quebec City, Quebec
  • Offers advisory and brokerage services in stocks, bonds and mutual funds to individuals and institutions
  • Also operate a capital market division, performing institutional financing, research and negociation of services
  • Assets under administration: $1.6 billion (December 31, 2008)
Industrial Alliance Trust Company

Industrial Alliance Trust Inc.

Summary

  • Trust company
  • Created in 2000
  • Head office in Quebec City, Quebec
  • Offers Industrial Alliance group companies and their distribution networks select trust products and services that are complementary to their operations
  • Assets under management and administration: $2.6 billion (December 31, 2008)
  • Industrial Alliance Trust inc. is a member of Canada Deposit Insurance Corporation.
Industrial Alliance Investment Management

Industrial Alliance Investment Management Inc.

Summary

  • Investment advisory firm
  • Created in 2004
  • Head office in Quebec City, Quebec
  • Manages Industrial Alliance's segregated funds and mutual funds
  • Monitors the activities of external managers whose funds are offered by Industrial Alliance
  • Assets under management: $14.1 billion (December 31, 2008)
Industrial Alliance Auto and Home Insurance

Industrial Alliance Auto and Home Insurance

Summary

  • General insurance company
  • In operation in its present form since 2000
  • Head office in Quebec City, Quebec
  • Distributes auto and home insurance products for individuals in Quebec
  • Direct premiums written: $122,0 million (2008)
Solicour Inc.

Solicour Inc.

Summary

  • Financial services firm
  • Created in 1985 by The Solidarity, a life and health insurance company that merged with Industrial Alliance in 1996
  • Head office in Quebec City, Quebec
  • Operating under its current structure since October 1999
  • Offers the life and health insurance products, savings and retirement plans, segregated funds and group insurance products of most Canadian insurers
  • Distributes products primarily through Industrial Alliance Career network agents
  • Premiums : $43.9 million (2008)
Investia
A Subsidiary of iA Financial Group