"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
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.
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 $205.6 billion assets under management and administration.
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.Client Portal example Client statement exampleLearn more about the mobile app
Investia offers attractive compensation with full support for commission- and fee-based advisors:
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:
We’re dedicated to our advisors’ success. That’s why we offer regular professional development opportunities and ongoing support, including:
|Ontario & Manitoba
|British Columbia, Alberta & Saskatchewan
Ontario & Manitoba
British Columbia, Alberta & Saskatchewan