Become an Investia advisor

Message from our President

From where you are to where you want to be

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.

My situation

  • check_circleI’m dedicated to helping my clients grow their wealth and achieve financial freedom
  • check_circleI value my independence and want to provide unbiased financial advice
  • check_circleI’m looking for compensation that reflects my efforts and potential
  • check_circleAs an entrepreneur, I have a lot of initiative and ambition

The Investia advantage

  • check_circleOur independent structure allows you to choose the products and services that are right for your clients
  • check_circleOur highly competitive payout model lets you to build your practice as you see fit
  • check_circleWe offer financial support if you’re looking to acquire a book of business
  • check_circleWe help maximize your potential by offering you the support of a seasoned advisor to provide guidance and coaching
  • check_circleOur in-depth training and development programs offer support tailored to your needs

Testimony of an advisor

"I made the right choice and my future has never been so bright."

James Scholes, BA, Financial Advisor

My situation

  • check_circleI’m an experienced advisor looking to join an established firm that will help me take my practice to the next level
  • check_circleI’m looking for the technology that supports me in managing my book more efficiently
  • check_circleAs an entrepreneur, I want to join a firm that allows me the freedom to manage my business as I see fit

The Investia advantage

  • check_circleWe provide tailored coaching to maximize asset growth and boost your business
  • check_circleWe offer financial support if you’re looking to acquire a book of business
  • check_circleOur practice management team is dedicated to helping you increase your practice’s efficiency
  • check_circleWe provide digital tools and platforms that make it easy for you to do business with us and your clients

Testimony of an advisor

"From day one, we have been impressed by the high level of support from all areas of the company."

David E. Morse, PFP, CEA, Senior Financial Advisor

My situation

  • check_circleI’m planning my transition to retirement and would like to join a firm that offers succession planning
  • check_circleI'm looking to remain active but sell a portion of my book
  • check_circleI’m retiring or getting out of the business and want someone to buy my book

The Investia advantage

  • check_circleWe’ll find the right advisor to buy your book
  • check_circleWe provide financial support to the advisor interested in buying your book
  • check_circleOur in-depth succession planning program supports your short- and long-term goals

Testimony of an advisor

"I’ve been in the mutual fund industry for over 25 years and I intend to retire with Investia."

Stephen G. Syms, BA, MPA, IGS, Financial Advisor

A smooth transition

Our experienced transition team will take care of all the details so you can stay focused on your clients. With a full array of tools and programs, such as our digital client onboarding process, we ensure a seamless transfer of your book.

Confidential consultation
Analysis of your book of business
Personalized transition plan
License transfer
Training
Asset transfer

"Investia was incredibly professional and supportive during the transition of my practice from another dealer. Everyone involved was very sensitive to the needs of my clients and to me as an advisor. They kept us on track, answered all of our questions and provided valuable insight and advice throughout the process."

Christopher L. Gorman,
MBA, QAFPTM, CLTM, CHSTM, CETM, Financial Advisor

Pin-iA

Who we are

With over $56 billion in assets under administration, Investia is one of Canada’s largest and most trusted independent wealth management firms. Our network of investment fund advisors is dedicated to serving the wealth planning needs of individuals, families and business owners from coast to coast. 

At Investia, our core mission is for you to succeed as an advisor. And we believe your expertise, your holistic approach to wealth management and your personal commitment to the clients you support and advise are key to ensuring they all reach their investment goals.

Backed by 125 years of strength and stability

Investia is owned by iA Financial Group, a renowned financial services provider since 1892. One of the largest publicly traded companies in the country, iA Financial Group serves more than four million clients and has over $221.2 billion assets under management and administration. 

Industry-leading digital tools

In today’s technology-driven landscape, it’s critical for you to have access to integrated, user-friendly digital tools to enhance your clients’ experience, streamline business processes and bring greater efficiency to back office operations and compliance procedures.

At Investia, we take pride in our commitment to providing advisors like you with industry-leading technology so you can stay one step ahead of your peers and deliver the convenience and value today’s clients expect. Our full suite of progressive digital tools include:

Univeris integrated platform

The gold standard for fully integrated digital back office solutions, providing real-time processing, web access, built-in compliance and much more.

find_in_page Univeris integrated platform example

Mobile app and Client Portal

This intuitive, mobile-friendly site is easy to use and provides clients with all the information they need to track their investments and securely exchange documents and messages with you.

find_in_page Client Portal example find_in_page Client statement example Learn more about the mobile appeast

Advisor Centre

Our user-friendly interface provides single-sign-on access to all of our digital tools.

  • check_circleMirror access to the client portal
  • check_circleElectronic signature management
  • check_circleSecure exchange of documents with head office and clients
find_in_pageAdvisor Centre example

100% digital processing

If you are or want to be fully digital, you’ll be right at home when you join Investia. We offer:

  • check_circleDigital account opening and transactions
  • check_circleE-signature functionality
  • check_circleSecure online document exchange
  • check_circleBar-coded, automated imaging system
  • check_circleClient electronic fund transfer capabilities
  • check_circle100% paperless office capabilities
find_in_page 100% digital processing example

Advisor dashboard

Our powerful and easy-to-navigate advisor dashboard is fully integrated with Univeris, putting everything you need to know about your business and clients right at your fingertips.

find_in_page Advisor dashboard example

Geolocation tool

Bring a new level of efficiency to planning client meetings – both in the office and in the field – with client segmentation and sorting by geographic area.

find_in_page Geolocation tool example

Planning tools & calculators

Our investment, savings, tax and other calculators will help you build, monitor and update financial plans and create customizable reports to help clients understand how they’re progressing toward their goals.

find_in_page Calculators example find_in_page Financial plan example

Segmentation tool

This client segmentation tool is linked to Univeris and offers a range of features and capabilities not typically found in other similar tools in the marketplace.

find_in_page Segmentation tool example

The benefits of working with Investia

Compensation and account options

Investia offers attractive compensation with full support for commission- and fee-based advisors:

  • check_circleCompetitive grid with weekly compensation.
  • check_circleCompetitive payout model lets you keep more of what you earn and determine your own unique expense structure.
  • check_circleWide range of account options – nominee, client-name and intermediary – to suit the way you and your clients wish to do business together.

Best-in-class research

When you join Investia, you’ll have access to a deep pool of in-house and third-party research to help you make the right choices for your clients’ portfolios. Resources include:

  • check_circleRecommended funds list with detailed analysis of each mandate.
  • check_circleMonthly mutual fund reports offering insights on current and developing trends.
  • check_circleSpecial reports on cash management and fund-of-fund solutions.
  • check_circleRegular market and economic commentary from some of the industry’s most respected portfolio managers and economists.

Development and support

We’re dedicated to our advisors’ success. That’s why we offer regular professional development opportunities and ongoing support, including:

  • check_circleAnnual best practice conferences and roadshows.
  • check_circleIn-person and virtual training programs for advisors and support staff.
  • check_circleAccess to in-house CE credits.
  • check_circlePractice management teams that provide ongoing training and support.
  • check_circleRegional Vice-Presidents and head office managers who can assist with all aspects of your book.

Contact us

Please reach out to one of our Regional Vice-Presidents to learn more about the benefits of joining the Investia family of independent mutual fund representatives.

Atlantic region Quebec Ontario & Manitoba British Columbia, Alberta & Saskatchewan

Atlantic region

Quebec

Ontario & Manitoba

British Columbia, Alberta & Saskatchewan