iA Financial Group Adds Five Segregated Fund Options

The company expanded its wealth management platform to offer new growth, international, and values-based investment choices.

Updated on Oct. 27, 2026 in Investing

Isometric editorial illustration featuring five colorful geometric pillars of varying heights, representing segregated investment funds.
iA Financial Group expanded its wealth management platform in Canada, introducing five new segregated fund options managed by external global asset firms. AI Illustration. Upload story photo >

Live Poll

Do you prioritize personal values over growth when selecting investment funds for your portfolio?

iA Financial Group has introduced five new investment options to its segregated fund lineup, managed by a diverse group of external firms including Fidelity Investments and BlackRock. This expansion follows a milestone in September 2026 when the company's Individual Wealth Management segregated funds surpassed $50 billion in assets under management.

Why it matters

By incorporating mandates from four external asset managers, iA Financial Group aims to provide clients with broader international market access, income generation, and values-based investment solutions. The move scales their product offerings to meet shifting investor demands for both growth and lower-cost financial products.

iA Financial Group now manages over $50 billion in segregated fund assets as of September 2026. The new funds include diverse mandates such as the Canso Corporate Value Bond and the BlackRock ACWI Islamic Equity Index Fund.

The players

iA Financial Group

Headquartered in Quebec City, this organization is a major insurance and wealth management provider operating across Canada and the United States.

Fidelity Investments

This global financial services corporation manages one of the new equity-focused mandates added to the platform.

BlackRock

A prominent global investment manager that is providing a new Islamic equity index fund for the platform.

RBC Global Asset Management

This investment firm is contributing a U.S.-focused mid-cap growth mandate to the expanded product lineup.

Canso Investment Counsel

This firm is managing the new corporate bond mandate added to the segregated fund series.

The details

The new offerings include Fidelity Global Equity+, RBC U.S. Mid-Cap Growth Equity, Indexia International Equity, BlackRock ACWI Islamic Equity Index Fund, and Canso Corporate Value Bond. These additions integrate specialized management expertise from external firms into the company's existing Individual Wealth Management platform.

Timeline

  1. September 2026 marked the point when segregated fund assets surpassed $50 billion.

  2. iA Financial Group officially announced the new investment options on October 27, 2026.

Market Dynamics

The introduction of the BlackRock ACWI Islamic Equity Index Fund follows the industry trend toward providing retail access to values-based investing guided by established ethical frameworks. This expansion reflects broader efforts by Canadian financial firms to capture diverse market segments through third-party partnerships.

Canadian investors now have access to a broader range of specialized mandates, including U.S. growth and global equity options, within their existing segregated fund accounts. These additions may provide more granular control over portfolio diversification and alignment with specific personal values.

The takeaway

Investors looking to diversify should evaluate how these new mandates align with their long-term growth and income objectives. Reviewing the updated fund prospectus can help determine if these specific additions fit within a broader retirement or wealth-building strategy.

Further reading

For more information on market trends and portfolio strategies, visit the Investing section.

Source note: This article includes information reported by Financial Post.

Live Poll

Do you prioritize personal values over growth when selecting investment funds for your portfolio?