Who Is Investia Financial Services and IA Financial Group:
Financial Planning Services is registered through Investia Financial Services , a mutual fund dealer and a member of IA Financial Group.
With over $54 billion in assets under administration (as of July 2021), Investia has been in operations offering a range of products and services associated with the distribution of mutual funds and segregated funds since 1988. Their network of investment fund advisors serve the savings and retirement needs of individuals, families and business owners from across Canada.
Investia Financial Services, is owned by Industrial Alliance, a renowned financial services provider since 1892. One of the largest publicly traded companies in Canada, iA contributes to the well being of over four million clients, employs over 6,800 people and administers and manages $197.5 billion in assets.