Find out about the recent corporate amalgamation of FundEX Investments Inc. and Investia Financial Services Inc. Benefit from the expertise of our advisors and a variety of customized solutions which will help you reach your financial goals. A wholly-owned subsidiary of iA Financial Group, Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs.
The support and backing that we provide our advisors is at the heart of our corporate culture. We offer our advisors a wide range of products and services, including the latest technology and simplified business processes which will allow them to place their focus where it counts: on their clients.
The support and backing that we provide our advisors is at the heart of our corporate culture. We offer our advisors a wide range of products and services, including the latest technology and simplified business processes which will allow them to place their focus where it counts: on their clients.
Services
Mutual funds are based on a simple principle: pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want. Primary retirement savings plan tool, the RRSP lets you accumulate money for retirement.
Our team of advisors takes the time to listen to you in order to provide you with the best possible solutions. We want to know and understand you. What are your values? What are your dreams, your ambitions? By talking with you, we will be able to propose an action plan based on what you want, what defines you.
Your advisor has a range of tools adapted to each situation to help you make sound decisions for your personal finances and your financial future. Studies show that by seeking the services of an advisor, you will have about 4.2 times the assets than by not being advised. Meeting regularly with your advisor allows you to review your investments and adjust your plan according to changes in your situation.
Investia is a financial services firm that offers a complete range of products to help you reach your goals. Member of the iA Financial Group, Investia Financial Services Inc. has been in operation since 1988. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
Whether you're just starting out as an advisor, looking to grow your book or thinking about a succession plan, Investia is the place for you. As one of Canada's leading independent wealth management firms, we're committed to helping you put your clients first. To that end, we offer a variety of leading-edge digital platforms, online tools and practice management resources that enable you to provide your clients with a superior level of service.
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