IA Financial Corp Inc

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Direct Lobbying Transparency

Overall Assessment	Comment	Score
Limited	IA Financial Corp. offers only limited visibility into its climate-related lobbying. The company names a single, concrete engagement – it “actively lobbied for Canada to host the International Sustainability Standards Board (ISSB)” – and makes broad references to discussions on “sustainable finance” and “climate transition plans” in Canada, but it does not identify any other specific laws, regulations or government programmes it seeks to influence. Although it says it registers its activities in Quebec’s Lobbyists Registry and engages both “directly with policymakers” and through associations such as the Canadian Life and Health Insurance Association and Finance Montréal, it does not explain how those contacts are made (e.g., meetings, letters, consultations) or which departments, ministers or parliamentary committees are approached. The company is transparent about one desired outcome—the successful bid to locate an ISSB office in Montréal—yet provides no further detail on the policy changes or emission-related targets it supports or opposes. As a result, the disclosures illuminate only a narrow slice of its lobbying objectives, mechanisms and policy focus.	1

Lobbying Governance

Overall Assessment	Comment	Score
Limited	IA Financial Corp Inc. discloses a limited governance process for its lobbying activities, but does not explicitly address climate-related lobbying oversight. It states that “Any lobbying activity must first be authorized by Legal Services,” and that its “communications with government bodies are open, transparent and comply with applicable laws and regulations,” as set out in its Code of Business Conduct. The company also notes that it participates “directly or through the Canadian Life and Health Insurance Association (CLHIA) or any other industry association” to “contribute to the public debate” and represent client concerns. However, the company does not disclose any mechanism to ensure alignment of lobbying efforts with its climate policy, nor does it identify a specific individual or committee responsible for reviewing or overseeing lobbying activities. We found no evidence of a dedicated process for monitoring or managing climate-related lobbying or for assessing the positions of trade associations against its climate objectives.	1