Enrolment – Personalized Web page on investia.ca

Please provide the following three items to complete the form:

  • Business card (for verification purposes only)
  • Business photo
  • Presentation text

Your personal information

e.g. RLU, F.Pl.
Professional title associated with Investia
Ex.: 999-999-9999
Ex.: 1-999-999-9999
Ex.: 999-999-9999
Ex.: 999-999-9999
Ex: name.lastname@email.com
Ex: 1-304 Joliette street, Quebec, QC
Do you have an insurance license?
Are you an independent representative or in a firm?
Professional title(s) associated with the insurance
Firm
Professional title(s) associated with this firm
Remove
Add a firm
Are you attached to a firm?
Firm
Professional title associated with this firm
Remove
Add a firm
Professional title associated with this insurance
Ex. : https://investia.ca
Links to your social media

Insert the link to your profiles

Visual elements required

At the top of your personalized Web page, a background photo will appear and you will have the option to choose among the following four options. Please check the one you wish to have on your page:

Please provide us with a digital copy of your business card. Accepted file formats are .jpg, .png or .gif. Your card will solely be used for compliance purposes.

    Add document

    Please provide the same photo as provided to Alliance 9000. If you have never provided a photo to Alliance 9000, you must provide a good-quality professional photo. The photo must be in colour and the background must be uniform and preferably a lighter colour. Accepted file formats are .jpg, .png or .gif.
    Read our photo guidelines (PDF, 473 ko)

      Add document

      Presentation text

      This text is your introduction and provides relevant information about your profession.

      • Your number of years of experience
      • The branch you are associated with
      • Your training
      • Your values, your family or what you’re passionate about
      • Your community involvement
      • What motivates you to be a representative or what value you can bring your clients
      Maximum of 1000 characters
      nb-characters

      Information about your team

      You can also add a professional photo of your assistant or the members of your team. The same photo standards apply.

        Add document
        You can also add a text to introduce your assistant or the members of your team, which includes relevant information about their work experience and involvement/role on the team.
        Maximum of 1000 characters
        nb-characters
        Add member

        Your service offer

        What products do you focus on primarily when selling?

        Check the products on which you will target your sales efforts. As needed, you can check all boxes.

        Savings and Retirement
        Insurance

        Comments

        Maximum of 5000 characters
        nb-characters