Products and services

We offer a wide range of products and services to meet your needs.

Our specialty: mutual funds

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.

Our savings and investment products


Tax-free savings account

A TFSA is a savings plan that allows you to grow your savings, tax free. It is the perfect solution for your short-, medium- and long-term savings projects, like paying for a trip, buying a home or creating an emergency fund.

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Locked-in retirement account

Are you on the verge of changing jobs and want to know what will happen to the pension plan you have with your current employer? A LIRA allows you to transfer the money saved in a pension plan with a former employer to an individual plan.

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Non-registered savings

With this flexible savings plan, you can invest even more for your personal projects and retirement when you have reached your RRSP or TFSA contribution limit.

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Registered retirement income fund

A RRIF acts as an extension of a registered retirement savings plan (RRSP). It allows you to utilize the savings you have accumulated during your working life. You have until December 31 of the year you turn 71 to convert the amounts invested in your RRSP into a RRIF.

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Life income fund

If your savings have been placed in a locked-in retirement account (LIRA), a life income fund (LIF) will allow you to periodically withdraw the funds you require to live comfortably.

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RRSP loan

In the event of a temporary cash shortage, an RRSP loan allows you to continue to contribute to your RRSP.

Using your tax refund, you can increase your RRSP contributions while keeping the same monthly payments to pay off your loan.

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Registered education savings plan

Borrowing to contribute to your registered education savings plan (RESP) allows you to take full advantage of government grant programs and thereby save more for your child’s postsecondary education.

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Registered retirement savings plan

An RRSP can help you save money for your retirement, tax-free. Additionally, contributions to an RRSP lower your taxable annual income, which leads to more tax savings.

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For your retirement

PPI Management Inc.

Through its subsidiary, PPI Management Inc., a subsidiary of iA Financial Group and an affiliate of Investia, you will have access to a wide range of insurance products, including life insurance, critical illness insurance and disability insurance.

Learn more about PPI Management Inc.open_in_new