Strong Market Presence With over 80 years of operation and a broad network of independent advisors across Canada, ivari demonstrates a well-established market presence, presenting opportunities to partner with or expand services within the Canadian insurance space.

Growth Through Asset Sale The recent sale of its Affinity business to Securian Financial Group indicates a strategic shift and potential for exploring new product lines or partnerships to capitalize on ivari’s existing customer base and distribution channels.

Technological Foundations Utilizing technology such as MySQL, Hyperion, and Clearwater Analytics suggests a focus on improving operational efficiency and data-driven decision-making, opening avenues to offer advanced solutions or integrations that enhance ivari’s digital capabilities.

Revenue Potential With an annual revenue between 250 million and 500 million dollars and a sizable employee base, there is considerable potential for expanding product offerings, cross-selling, and upselling insurance solutions tailored to the Canadian market.

Competitive Standing As part of a competitive landscape with firms like RBC Insurance and Sun Life Financial, ivari’s commitment to transparency and approachability positions it well to attract new advisory partnerships and customer segments seeking trustworthy insurance providers.