The Investia experience

Our team of advisors takes the time to listen to you in order to provide you with the best possible solutions.

Our Commitment

Know you

To get to know you, first we have to talk about you

We want to know and understand you. What are your values? What are your dreams, your ambitions? By talking with you, we will be able to propose an action plan based on what you want, what defines you.

Advise you

Our advisors talk to you about more than just money

Our experienced and knowledgeable advisors will help make your plans a reality. By listening to you and using their expertise, they will propose a clear and effective plan which will help you reach your goals.

Guide you

Our advisors are not just there for your retirement

Anything can happen along the way! Your advisor is there to help keep you focused on your goals. Our advisors have a wide range of tools adapted to each situation to help you make sound financial decisions.

Simplicity, right from the start

  • assessmentWe help you take stock of your finances and define your priorities to facilitate the first meeting with your advisor.
  • flagYour advisor proposes an action plan customized to your plans and your situation.
  • people_altYour action plan will continually evolve and adapt to the major changes in your life through periodic meetings with your advisor.
The value of advisor

Calculators at your disposal

RESP calculator

Get an estimate of the return on your retirement savings and of the amount you will have upon retirement.

Calculate your incomeeast

RRSP calculator

Estimate how much you can save with your RRSP in order to achieve your goals.

RRSP calculatoreast

TFSA calculator

Estimate how much you can save with your TFSA in order to achieve your goals.

TFSA calculatoreast

Tracking your progress

The Client Portal

Direct access to your investments and our advice

  • check_circleStay up-to-date on the progress of your investments.
  • check_circleAccess to detailed information on your investments.
  • check_circleContact your advisor easily and quickly.

New to the Client Portal

Protecting your accounts with multi-factor authentication (MFA).

Create accountopen_in_new
Discover multi-factor authentication (MFA)east

Mobile app

A free app designed to help you keep track of your investments.

Download it today!

To use the app, you will need to create an account in the app or on the Client Portalopen_in_new.

Learn more about the mobile appeast

Information and documents for clients

Administrative Fee Schedule (pdf)download Relationship Disclosure Information Document (pdf)download Declaring and managing conflicts of interest (pdf)download Interest rate – Nominee cash accountinfo