Kevin Cleland

Mutual fund representative 1

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About me

Kevin Cleland is a Financial Advisor with Investia, dedicated to helping Canadians reach their financial goals and enjoy their dream retirements. He joined Investia after over 12 years with CI Global Asset Management, one of Canada’s largest investment firms, where he most recently served as District Vice-President. In that role, Kevin worked with advisors across Ontario on portfolio construction, practice management, and business development. Having collaborated with some of Canada’s top investment minds and leading advisors, Kevin brings deep industry insight and a passion for helping clients succeed. In 2025, he followed his long-held goal of working directly with investors to create personalized financial plans for lasting success. Outside the office, Kevin enjoys time with his family, relaxing at the cottage, and chasing the fish of 10,000 casts.

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Savings and retirement

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.

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1 With Investia Financial Services Inc.

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An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
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