Peter Paley

Mutual fund representative 1 Insurance representative 2

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I’m Peter Paley. I’ve been working in the financial services industry since 1998. I began my career at a Canadian charter bank, where I spent 14 years in various loan-, investment- and management-related positions. I’m currently an independent mutual fund advisor at Investia. I also hold a life insurance licence and a mortgage broker licence from Dominion Lending Centres – Spooner Financial, located in the historic Saint-Boniface neighbourhood in Winnipeg, Manitoba. I love helping my clients budget, invest and manage their debts effectively and responsibly. I believe that creating a budget and a plan is the key to a successful retirement. My goal is to get all my clients to create a plan and a budget and work with them to build valued relationships built on trust.

A complete service offer to answer your needs

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.


Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Group Life Insurance
  • Guaranteed Issue Life Insurance
  • Travel Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Health and Dental Insurance

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative


Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc. 2 Dominion Lending Centres - Spooner Financial