Office address: IA Clarington Investments Inc., 522 University Avenue, Suite 700, Toronto, ON M5G 1Y7
Website:
Year established: 1999
Company type: financial services
Employees: 51-200
Expertise: mutual funds and wealth management
Parent company: iA Financial Group
CEO and key people: Adam Elliott, President and CEO
Financing status: corporate backed or acquired
iA Clarington is one of the top investment management companies in Canada. It offers a wide range of products, including mutual funds and segregated funds, to individuals and institutions. The company was established in 1999 and is a wholly owned subsidiary of iA Financial Group.
Since its beginnings in 1999, the company quickly grew and became one of the leading investment management firms in the country. In 2005, iA Clarington Investments was acquired by Industrial Alliance (iA) Financial Group, one of Canada's largest financial services companies.
iA Clarington Investments offers a wide range of investment products and services, including:
The company's products and services are designed to meet the needs of a wide range of investors, from those just starting out to those nearing retirement.
The corporate philosophy of iA Clarington Investments is based on three elements: active management, active advice, and a deep trust in the expertise of its portfolio managers. These three aspects allow iA Clarington to offer a diverse set of investment products specific to the needs of its clients.
As part of iA Financial Group, iA Clarington upholds the values and priorities of its parent company. This includes its commitment to support 5 of the United Nations’ Sustainable Development Goals (SDG) that align with the company’s own vision. These are: good health and wellbeing; decent work and economic growth; reduced inequality within and among countries; sustainable cities and communities; and climate action.
Adam Elliott was appointed President and CEO of iA Clarington Investments in April 2021. He joined the company in 2018 after 18 years with Dynamic Funds. He has over 25 years of experience in the finance industry.
Elliott holds a Bachelor of Arts degree in History from McGill University. After graduating from university, he worked as an underwriter in London – his first real exposure to investing and asset management. This piqued an interest in a career vastly different from his area of study, history.
He returned to Canada after 3 years in the UK and embarked on a career in finance and investments. His history degree did not go to waste; he found that critical thinking and writing were valued skills in the investment industry too. The rest, as they say, is history.
“Invested in you” is more than a tagline at iA Clarington Investments – it's also a promise. The company continues to support its clients, workforce, and the wider community through its mission and goals translated into action. With the steady backing of iA Financial Group, the future for iA Clarington is brighter and bigger than ever.
iA Clarington introduces Agile Investment Management as sub-advisor while strengthening ties with Loomis Sayles
Global dividend and SRI global small-cap mandates will provide Canadian investors with enhanced access to international markets
New U.S. equity fund joins other mandates under partnership with respected North American investment firm
Steele Investment Management’s father-son advisor team, Clarke and Morgan Steele, discuss how investment management has evolved in recent years
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Andrew Simpson from iA Clarington tells WP how socially responsible investments can enhance a client's returns
Things may look dark, but it may be almost time for Canadian equities to shine
The Smith Manoeuvre is complicated enough but a so-called “Smith-Snyder Manoeuvre” has landed one MFDA advisor in hot water for failing to explain how much leveraging is required.
Fund company moves quickly placing its National Sales Manager in the President's suite.
