Partners

Investia Financial Services

Who We Are

Member of the iA Financial Group, Investia Financial Services Inc. has been in operation since 1999. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.

Assets Under Administration

Over 56 billion dollars (as at February 28, 2022).

Our Products

Investia offers the majority of the mutual funds available in Canada to fulfil the savings and retirement needs of individuals.

Canada-Wide Presence

The Investia head office is based in Quebec City, Quebec. With offices in British Columbia, Alberta, Ontario, Quebec and Nova Scotia, we offer services across Canada.

Our Family

Investia is also a wholly owned subsidiary of iA Financial Group, a life and health insurance company founded in 1892. iA Financial Group offers, either directly or through its subsidiaries, a complete range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgage and car loans and other financial products and services.

The fourth largest life and health insurance company in Canada, iA Financial Group contributes to the financial well-being of over 4 million Canadians, employs over 5100 people and administers and manages $115 billion in assets.

investia.ca

Industrial Alliance Group

Founded in 1892, iA Financial Group offers a comprehensive range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgages and car loans as well as a host of other financial products and services. Responsible for the administration and management of over $126.2 billion in assets, our publicly-listed company ranks among Canada’s largest and most prominent insurance companies. Thanks to our conservative investment policy, wise capital management practices and solid risk management culture, iA Financial Group enjoys financial stability and flexibility, which allows it to grow and withstand any potential economic shocks.

ia.ca

PPI

PPI

Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces.

CIRO is carrying on the regulatory functions of the Investment Industry Regulatory Organization of Canada and the Mutual Fund Dealers Association of Canada, and is committed to the protection of investors, providing efficient and consistent regulation, and building Canadians’ trust in financial regulation and the people managing their investments.

https://www.ciro.ca/about-ciro

PPI