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Home › Companies › IA FINANCIAL CORPORATION INC. › 2023-2024

IA FINANCIAL CORPORATION INC. 2023-2024 Proxy Voting Records

At IA FINANCIAL CORPORATION INC.'s shareholder meeting held May 9, 2024, in the 2023-2024 proxy season, 74 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,921 separate fund positions. Their filings are grouped here into 38 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — ELECTION OF DIRECTOR: BENOIT DAIGNAULT — the reporting funds cast 100% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

Download data (CSV): ballot items · votes by manager · column guide.

Compiled from SEC Form N-PX filings. Page generated November 8, 2026.

  • 38Reported items
  • 74Asset managers
  • 2,921Fund votes
  • May 9, 2024Meeting date

Results at a glance

No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from IA FINANCIAL CORPORATION INC. has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore IA FINANCIAL CORPORATION INC. in the interactive database Compare manager voting policies

How asset managers voted at the IA FINANCIAL CORPORATION INC. 2023-2024 meeting

Each item below shows how the 74 asset managers that disclosed a IA FINANCIAL CORPORATION INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of IA FINANCIAL CORPORATION INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. ELECTION OF DIRECTOR: BENOIT DAIGNAULT

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: BENOIT DAIGNAULT” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

2. ELECTION OF DIRECTOR: DENIS RICARD

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: DENIS RICARD” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

3. ELECTION OF DIRECTOR: EMMA K. GRIFFIN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,658 for, 53 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,658WITHHOLD: 53
Largest asset managers voting on “ELECTION OF DIRECTOR: EMMA K. GRIFFIN” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

4. ELECTION OF DIRECTOR: GINETTE MAILLE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: GINETTE MAILLE” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

5. ELECTION OF DIRECTOR: JACQUES MARTIN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.8% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,735,634 for, 2,825 against, 5,252 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,735,634AGAINST: 2,825WITHHOLD: 5,252
Largest asset managers voting on “ELECTION OF DIRECTOR: JACQUES MARTIN” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

6. ELECTION OF DIRECTOR: LUDWIG W. WILLISCH

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: LUDWIG W. WILLISCH” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

7. ELECTION OF DIRECTOR: MARC POULIN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: MARC POULIN” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

8. ELECTION OF DIRECTOR: MARTIN GAGNON

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: MARTIN GAGNON” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

9. ELECTION OF DIRECTOR: MONIQUE MERCIER

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: MONIQUE MERCIER” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

10. ELECTION OF DIRECTOR: NICOLAS DARVEAU-GARNEAU

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: NICOLAS DARVEAU-GARNEAU” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

11. ELECTION OF DIRECTOR: OUMA SANANIKONE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: OUMA SANANIKONE” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

12. ELECTION OF DIRECTOR: REBECCA SCHECHTER

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,658 for, 53 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,658WITHHOLD: 53
Largest asset managers voting on “ELECTION OF DIRECTOR: REBECCA SCHECHTER” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

13. ELECTION OF DIRECTOR: SUZANNE RANCOURT

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,658 for, 53 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,658WITHHOLD: 53
Largest asset managers voting on “ELECTION OF DIRECTOR: SUZANNE RANCOURT” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

14. ELECTION OF DIRECTOR: WILLIAM F. CHINERY

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 53 asset managers

The 53 asset managers below reported 6,743,711 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,743,711
Largest asset managers voting on “ELECTION OF DIRECTOR: WILLIAM F. CHINERY” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
Cambria ETF Trust40,2880 00For
MFS38,3870 00For
ETF Series Solutions27,0690 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
John Hancock18,7190 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
CARILLON SERIES TRUST13,7000 00For

Showing the 25 largest of 53 asset managers. All 53 are in the interactive database (link above).

15. Elect Director Alka Gautam

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 44 asset managers

The 44 asset managers below reported 6,631,009 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,631,009
Largest asset managers voting on “Elect Director Alka Gautam” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
JPMorgan371,1210 00For
Fidelity272,7890 00For
Charles Schwab253,8910 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
SEI63,8820 00For
Voya60,7320 00For
Prudential/PGIM57,9270 00For
Lattice Strategies Trust52,3810 00For
Russell Investments46,1030 00For
MFS38,3870 00For
AllianceBernstein20,0830 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
Six Circles Trust10,4220 00For
Jackson National9,4180 00For
Lincoln Financial7,3230 00For
MASTER INVESTMENT PORTFOLIO6,6220 00For

Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).

16. ELECTION OF DIRECTOR: ALKA GAUTNAM

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 9 asset managers

The 9 asset managers below reported 112,702 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 112,702
Largest asset managers voting on “ELECTION OF DIRECTOR: ALKA GAUTNAM” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Cambria ETF Trust40,2880 00For
ETF Series Solutions27,0690 00For
John Hancock18,7190 00For
CARILLON SERIES TRUST13,7000 00For
Allianz4,3980 00For
Innovator ETFs Trust2,8250 00For
Tidal ETF Trust2,0560 00For
GPS Funds I2,0330 00For
WILSHIRE MUTUAL FUNDS INC1,6140 00For

17. Please note that this resolution is a shareholder proposal: appointment of the auditor

No official resultsAUDIT-RELATED

6% of fund votes cast · no official result

AGAINST
Details: description as filed, votes by 9 asset managers

Description as filed by funds: PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: APPOINTMENT OF THE AUDITOR

The 9 asset managers below reported 6,325 for, 106,377 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,325AGAINST: 106,377
Largest asset managers voting on “PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: APPOINTMENT OF THE AUDITOR” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Cambria ETF Trust040,288 00Against
ETF Series Solutions027,069 00Against
John Hancock3,50015,219 00Mixed
CARILLON SERIES TRUST013,700 00Against
Allianz04,398 00Against
Innovator ETFs Trust2,8250 00For
Tidal ETF Trust02,056 00Against
GPS Funds I02,033 00Against
WILSHIRE MUTUAL FUNDS INC01,614 00Against

18. Advisory Vote on Executive Compensation Approach

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 40 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 35 asset managers voting on “Advisory Vote on Executive Compensation Approach” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
Fidelity272,7890 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
Voya60,7320 00For
Lattice Strategies Trust52,3810 00For
MFS38,3870 00For
Prudential/PGIM31,4270 00For
AllianceBernstein20,0830 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
Six Circles Trust10,4220 00For
Lincoln Financial7,3230 00For
MASTER INVESTMENT PORTFOLIO6,6220 00For
Calvert5,1990 00For
Thrivent4,9190 00For
PACE SELECT ADVISORS TRUST4,6500 00For
Victory Capital4,1810 00For
BNY Mellon3,1030 00For
WILMINGTON FUNDS3,0220 00For

Fund voting reports, all 35 managers: 5,833,599 for. Showing the 25 largest; every one is in the interactive database (link above).

Institutional-manager reports: 4 asset managers voting on “Advisory Vote on Executive Compensation Approach” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Desjardins Global Asset Management Inc.2,798,5880 00For
JPMorgan375,3280 00For
APG Asset Management US Inc.102,2670 00For
CIDEL ASSET MANAGEMENT INC87,3720 00For

Institutional-manager reports, all 4 managers: 3,363,555 for.

19. Advisory resolution to accept the approach adopted by IA FINANCIAL CORPORATION INC. concerning executive compensation…

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

99.5% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: description as filed, votes by 28 asset managers

Description as filed by funds: ADVISORY RESOLUTION TO ACCEPT THE APPROACH ADOPTED BY IA FINANCIAL CORPORATION INC. CONCERNING EXECUTIVE COMPENSATION AS DISCLOSED IN THE INFORMATION CIRCULAR

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 11 asset managers voting on “ADVISORY RESOLUTION TO ACCEPT THE APPROACH ADOPTED BY IA FINANCIAL CORPORATION INC. CONCERNING EXECUTIVE COMPE” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan371,1210 00For
Cambria ETF Trust40,2880 00For
ETF Series Solutions27,0690 00For
John Hancock18,7190 00For
CARILLON SERIES TRUST13,7000 00For
Jackson National9,4180 00For
Allianz4,3980 00For
Innovator ETFs Trust2,8250 00For
Tidal ETF Trust2,0560 00For
GPS Funds I2,0330 00For
WILSHIRE MUTUAL FUNDS INC1,6140 00For

Fund voting reports, all 11 managers: 493,241 for.

Institutional-manager reports: 17 asset managers voting on “ADVISORY RESOLUTION TO ACCEPT THE APPROACH ADOPTED BY IA FINANCIAL CORPORATION INC. CONCERNING EXECUTIVE COMPE” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JARISLOWSKY, FRASER Ltd2,740,33226,413 00For
Fiera Capital Corp1,773,3710 00For
1832 Asset Management L.P.1,128,4670 00For
Cumberland Partners Ltd344,5270 00For
Northern Trust164,0462,146 00For
Korea Investment CORP101,9740 00For
SCOTIA CAPITAL INC.81,4900 00For
National Bank Financial Inc.25,2590 00For
Goldman Sachs10,6910 00For
NATIONAL BANK TRUST INC.6,8600 00For
Treasurer of the State of North Carolina5,1020 00For
D.A. DAVIDSON & CO.3,5000 00For
WCM INVESTMENT MANAGEMENT, LLC2,0420 00For
One Capital Management, LLC1,1990 00For
SILVERCREST ASSET MANAGEMENT GROUP LLC5100 00For
Bristlecone Advisors, LLC1560 00For
XPONANCE, INC.1390 00For

Institutional-manager reports, all 17 managers: 6,389,665 for, 28,559 against.

20. Advisory Vote to Ratify Named Executive Officers' Compensation

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 10 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 8 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab253,8910 00For
SEI63,8820 00For
Russell Investments46,1030 00For
Prudential/PGIM26,5000 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
ADVISORS' INNER CIRCLE FUND3,1000 00For
Federated Hermes3,0950 00For
Principal8000 00For

Fund voting reports, all 8 managers: 416,871 for.

Institutional-manager reports: 2 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TD ASSET MANAGEMENT INC1,726,4500 00For
Regime de rentes du Mouvement Desjardins47,5390 00For

Institutional-manager reports, all 2 managers: 1,773,989 for.

21. Ratify Deloitte LLP as Auditors

No official resultsAUDIT-RELATED

99.9% of fund votes cast · no official result

FOR
Details: votes by 35 asset managers

The 35 asset managers below reported 5,830,690 for, 2,909 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,830,690WITHHOLD: 2,909
Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard2,710,6380 00For
Dimensional1,457,7290 00For
BlackRock601,0340 00For
Fidelity272,7890 00For
American Century176,7500 00For
TIAA116,5500 00For
State Street102,6010 00For
GMO79,1950 00For
Voya60,7320 00For
Lattice Strategies Trust52,3810 00For
MFS38,3870 00For
Prudential/PGIM31,4270 00For
AllianceBernstein20,0830 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
Six Circles Trust10,4220 00For
Lincoln Financial7,3230 00For
MASTER INVESTMENT PORTFOLIO6,6220 00For
Calvert5,1990 00For
Thrivent4,9190 00For
PACE SELECT ADVISORS TRUST4,6500 00For
Victory Capital4,1810 00For
BNY Mellon3,1030 00For
WILMINGTON FUNDS3,0220 00For

Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).

22. Appointment of the external auditor: appointment of Deloitte LLP

No official resultsAUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.4% of fund votes cast · no official result

FOR
Details: description as filed, votes by 11 asset managers

Description as filed by funds: APPOINTMENT OF THE EXTERNAL AUDITOR: APPOINTMENT OF DELOITTE LLP

The 11 asset managers below reported 490,416 for, 2,825 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 490,416AGAINST: 2,825
Largest asset managers voting on “APPOINTMENT OF THE EXTERNAL AUDITOR: APPOINTMENT OF DELOITTE LLP” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan371,1210 00For
Cambria ETF Trust40,2880 00For
ETF Series Solutions27,0690 00For
John Hancock18,7190 00For
CARILLON SERIES TRUST13,7000 00For
Jackson National9,4180 00For
Allianz4,3980 00For
Innovator ETFs Trust02,825 00Against
Tidal ETF Trust2,0560 00For
GPS Funds I2,0330 00For
WILSHIRE MUTUAL FUNDS INC1,6140 00For

23. Appointment of Auditor

No official resultsAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 416,871 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 416,871
Largest asset managers voting on “Appointment of Auditor” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab253,8910 00For
SEI63,8820 00For
Russell Investments46,1030 00For
Prudential/PGIM26,5000 00For
CLEARWATER INVESTMENT TRUST19,5000 00For
ADVISORS' INNER CIRCLE FUND3,1000 00For
Federated Hermes3,0950 00For
Principal8000 00For

24. SP 1: Adopt ESG Incentive Pay for All Employees

0% Fund and manager reports combined; may count the same shares twice · no official result

AGAINST
Details: votes by 37 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 35 asset managers voting on “SP 1: Adopt ESG Incentive Pay for All Employees” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard02,710,638 00Against
Dimensional01,457,729 00Against
BlackRock0601,034 00Against
Fidelity0272,789 00Against
American Century0176,750 00Against
TIAA0116,550 00Against
State Street0102,601 00Against
GMO079,195 00Against
Voya060,732 00Against
Lattice Strategies Trust052,381 00Against
MFS038,387 00Against
Prudential/PGIM031,427 00Against
AllianceBernstein020,083 00Against
AQR016,585 00Against
SA FUNDS INVESTMENT TRUST016,360 00Against
Invesco015,672 00Against
Six Circles Trust010,422 00Against
Lincoln Financial07,323 00Against
MASTER INVESTMENT PORTFOLIO06,622 00Against
Calvert05,199 00Against
Thrivent04,919 00Against
PACE SELECT ADVISORS TRUST04,650 00Against
Victory Capital04,181 00Against
BNY Mellon03,103 00Against
WILMINGTON FUNDS03,022 00Against

Fund voting reports, all 35 managers: 5,833,599 against. Showing the 25 largest; every one is in the interactive database (link above).

Institutional-manager reports: 1 asset manager voting on “SP 1: Adopt ESG Incentive Pay for All Employees” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
CIDEL ASSET MANAGEMENT INC087,372 00Against

Institutional-manager reports, all 1 managers: 87,372 against.

25. SP 2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements

No official resultsCORPORATE GOVERNANCE

32% of fund votes cast · no official result

FORAGAINST
Details: votes by 35 asset managers

The 35 asset managers below reported 1,879,593 for, 3,954,006 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,879,593AGAINST: 3,954,006
Largest asset managers voting on “SP 2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard02,710,638 00Against
Dimensional1,457,7290 00For
BlackRock0601,034 00Against
Fidelity0272,789 00Against
American Century176,7500 00For
TIAA0116,550 00Against
State Street0102,601 00Against
GMO79,1950 00For
Voya060,732 00Against
Lattice Strategies Trust52,3810 00For
MFS038,387 00Against
Prudential/PGIM031,427 00Against
AllianceBernstein20,0830 00For
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST16,3600 00For
Invesco15,6720 00For
Six Circles Trust010,422 00Against
Lincoln Financial7,3230 00For
MASTER INVESTMENT PORTFOLIO06,622 00Against
Calvert5,1990 00For
Thrivent4,9190 00For
PACE SELECT ADVISORS TRUST4,6500 00For
Victory Capital4,1810 00For
BNY Mellon3,1030 00For
WILMINGTON FUNDS3,0220 00For

Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).

26. SP 3: Auditor Rotation

No official resultsAUDIT-RELATED

0% of fund votes cast · no official result

AGAINST
Details: votes by 35 asset managers

The 35 asset managers below reported 5,833,599 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 5,833,599
Largest asset managers voting on “SP 3: Auditor Rotation” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard02,710,638 00Against
Dimensional01,457,729 00Against
BlackRock0601,034 00Against
Fidelity0272,789 00Against
American Century0176,750 00Against
TIAA0116,550 00Against
State Street0102,601 00Against
GMO079,195 00Against
Voya060,732 00Against
Lattice Strategies Trust052,381 00Against
MFS038,387 00Against
Prudential/PGIM031,427 00Against
AllianceBernstein020,083 00Against
AQR016,585 00Against
SA FUNDS INVESTMENT TRUST016,360 00Against
Invesco015,672 00Against
Six Circles Trust010,422 00Against
Lincoln Financial07,323 00Against
MASTER INVESTMENT PORTFOLIO06,622 00Against
Calvert05,199 00Against
Thrivent04,919 00Against
PACE SELECT ADVISORS TRUST04,650 00Against
Victory Capital04,181 00Against
BNY Mellon03,103 00Against
WILMINGTON FUNDS03,022 00Against

Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).

27. SP 4: Advisory Vote on Environmental Policies

No official resultsENVIRONMENT OR CLIMATE

4% of fund votes cast · no official result

AGAINST
Details: votes by 35 asset managers

The 35 asset managers below reported 230,253 for, 5,603,346 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 230,253AGAINST: 5,603,346
Largest asset managers voting on “SP 4: Advisory Vote on Environmental Policies” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard02,710,638 00Against
Dimensional01,457,729 00Against
BlackRock0601,034 00Against
Fidelity0272,789 00Against
American Century0176,750 00Against
TIAA116,5500 00For
State Street0102,601 00Against
GMO79,1950 00For
Voya060,732 00Against
Lattice Strategies Trust052,381 00Against
MFS038,387 00Against
Prudential/PGIM031,427 00Against
AllianceBernstein020,083 00Against
AQR16,5850 00For
SA FUNDS INVESTMENT TRUST016,360 00Against
Invesco015,672 00Against
Six Circles Trust010,422 00Against
Lincoln Financial07,323 00Against
MASTER INVESTMENT PORTFOLIO06,622 00Against
Calvert5,1990 00For
Thrivent04,919 00Against
PACE SELECT ADVISORS TRUST04,650 00Against
Victory Capital4,1810 00For
BNY Mellon03,103 00Against
WILMINGTON FUNDS03,022 00Against

Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).

28. Please note that this resolution is a shareholder proposal: advisory vote on environmental policies

No official resultsENVIRONMENT OR CLIMATE

16% of fund votes cast · no official result

FORAGAINST
Details: description as filed, votes by 9 asset managers

Description as filed by funds: PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: ADVISORY VOTE ON ENVIRONMENTAL POLICIES

The 9 asset managers below reported 18,044 for, 94,658 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 18,044AGAINST: 94,658
Largest asset managers voting on “PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: ADVISORY VOTE ON ENVIRONMENTAL POLICIES” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Cambria ETF Trust040,288 00Against
ETF Series Solutions027,069 00Against
John Hancock15,2193,500 00Mixed
CARILLON SERIES TRUST013,700 00Against
Allianz04,398 00Against
Innovator ETFs Trust2,8250 00For
Tidal ETF Trust02,056 00Against
GPS Funds I02,033 00Against
WILSHIRE MUTUAL FUNDS INC01,614 00Against

29. Please note that this resolution is a shareholder proposal: in-person annual shareholder meetings

No official resultsCORPORATE GOVERNANCE

58% of fund votes cast · no official result

FORAGAINST
Details: description as filed, votes by 9 asset managers

Description as filed by funds: PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: IN-PERSON ANNUAL SHAREHOLDER MEETINGS

The 9 asset managers below reported 64,821 for, 47,881 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 64,821AGAINST: 47,881
Largest asset managers voting on “PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: IN-PERSON ANNUAL SHAREHOLDER MEETINGS” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Cambria ETF Trust040,288 00Against
ETF Series Solutions27,0690 00For
John Hancock18,7190 00For
CARILLON SERIES TRUST13,7000 00For
Allianz3,719679 00Mixed
Innovator ETFs Trust02,825 00Against
Tidal ETF Trust02,056 00Against
GPS Funds I02,033 00Against
WILSHIRE MUTUAL FUNDS INC1,6140 00For

30. Please note that this resolution is a shareholder proposal: incentive pay tied to ESG goals for all employees

0% of fund votes cast · no official result

AGAINST
Details: description as filed, votes by 9 asset managers

Description as filed by funds: PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: INCENTIVE PAY TIED TO ESG GOALS FOR ALL EMPLOYEES

The 9 asset managers below reported 112,702 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 112,702
Largest asset managers voting on “PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: INCENTIVE PAY TIED TO ESG GOALS FOR ALL EMPLOYEES” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Cambria ETF Trust040,288 00Against
ETF Series Solutions027,069 00Against
John Hancock018,719 00Against
CARILLON SERIES TRUST013,700 00Against
Allianz04,398 00Against
Innovator ETFs Trust02,825 00Against
Tidal ETF Trust02,056 00Against
GPS Funds I02,033 00Against
WILSHIRE MUTUAL FUNDS INC01,614 00Against

31. Shareholder Proposal Regarding Change of Auditor

No official resultsAUDIT-RELATED

0% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 416,871 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 416,871
Largest asset managers voting on “Shareholder Proposal Regarding Change of Auditor” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0253,891 00Against
SEI063,882 00Against
Russell Investments046,103 00Against
Prudential/PGIM026,500 00Against
CLEARWATER INVESTMENT TRUST019,500 00Against
ADVISORS' INNER CIRCLE FUND03,100 00Against
Federated Hermes03,095 00Against
Principal0800 00Against

32. Shareholder Proposal Regarding In-Person Shareholder Meetings

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 416,871 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 416,871
Largest asset managers voting on “Shareholder Proposal Regarding In-Person Shareholder Meetings” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0253,891 00Against
SEI063,882 00Against
Russell Investments046,103 00Against
Prudential/PGIM026,500 00Against
CLEARWATER INVESTMENT TRUST019,500 00Against
ADVISORS' INNER CIRCLE FUND03,100 00Against
Federated Hermes03,095 00Against
Principal0800 00Against

33. Shareholder Proposal Regarding Linking Employee Compensation to ESG Performance

0% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 416,871 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 416,871
Largest asset managers voting on “Shareholder Proposal Regarding Linking Employee Compensation to ESG Performance” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0253,891 00Against
SEI063,882 00Against
Russell Investments046,103 00Against
Prudential/PGIM026,500 00Against
CLEARWATER INVESTMENT TRUST019,500 00Against
ADVISORS' INNER CIRCLE FUND03,100 00Against
Federated Hermes03,095 00Against
Principal0800 00Against

34. Shareholder Proposal Regarding Say on Climate

No official resultsENVIRONMENT OR CLIMATE

0% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 416,871 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 416,871
Largest asset managers voting on “Shareholder Proposal Regarding Say on Climate” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0253,891 00Against
SEI063,882 00Against
Russell Investments046,103 00Against
Prudential/PGIM026,500 00Against
CLEARWATER INVESTMENT TRUST019,500 00Against
ADVISORS' INNER CIRCLE FUND03,100 00Against
Federated Hermes03,095 00Against
Principal0800 00Against

35. Shareholder proposal No. 1

0% of fund votes cast · no official result

AGAINST
Details: votes by 2 asset managers

The 2 asset managers below reported 380,539 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 380,539
Largest asset managers voting on “Shareholder proposal No. 1” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan0371,121 00Against
Jackson National09,418 00Against

36. Shareholder proposal No. 2

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 380,539 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 380,539
Largest asset managers voting on “Shareholder proposal No. 2” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan371,1210 00For
Jackson National9,4180 00For

37. Shareholder proposal No. 3

No official resultsAUDIT-RELATED

0% of fund votes cast · no official result

AGAINST
Details: votes by 2 asset managers

The 2 asset managers below reported 380,539 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 380,539
Largest asset managers voting on “Shareholder proposal No. 3” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan0371,121 00Against
Jackson National09,418 00Against

38. Shareholder proposal No. 4

No official resultsENVIRONMENT OR CLIMATE

98% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 371,121 for, 9,418 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 371,121AGAINST: 9,418
Largest asset managers voting on “Shareholder proposal No. 4” at IA FINANCIAL CORPORATION INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan371,1210 00For
Jackson National09,418 00Against

Largest IA FINANCIAL CORPORATION INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.

Fund voting reports: top IA FINANCIAL CORPORATION INC. shareholders by shares voted on “ELECTION OF DIRECTOR: BENOIT DAIGNAULT”, 2023-2024
#Asset manager Shares voted
1Vanguard 2,710,638
2Dimensional 1,457,729
3BlackRock 601,034
4JPMorgan 371,121
5Fidelity 272,789
6Charles Schwab 253,891
7American Century 176,750
8TIAA 116,550
9State Street 102,601
10GMO 79,195
Institutional-manager reports: top IA FINANCIAL CORPORATION INC. shareholders by shares voted on “ADVISORY RESOLUTION TO ACCEPT THE APPROACH ADOPTED BY IA FINANCIAL CORPORATION INC. CONCERNING…”, 2023-2024
#Asset manager Shares voted
1JARISLOWSKY, FRASER Ltd 2,766,745
2Fiera Capital Corp 1,773,371
31832 Asset Management L.P. 1,128,467
4Cumberland Partners Ltd 344,527
5Northern Trust 166,192
6Korea Investment CORP 101,974
7SCOTIA CAPITAL INC. 81,490
8National Bank Financial Inc. 25,259
9Goldman Sachs 10,691
10NATIONAL BANK TRUST INC. 6,860

Shown as share counts, not percentages: no shares-outstanding figure has been matched to IA FINANCIAL CORPORATION INC. for the 2023-2024 season, so there is no denominator to divide by.

Related

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.

IA FINANCIAL CORPORATION INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Cite this page

proxyvotesnow.com, “IA FINANCIAL CORPORATION INC. 2024 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/ia-financial-corporation-inc/2024 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.