Independent Wealth Management Services
WEALTH Management
Investment advice for success based on thorough research.
Insurance Planning
Protect your wealth and loved ones with a personalized risk management plan.
FINANCIAL PLANNING
Plan for your future with a comprehensive financial plan.
estate planning
Pass your wealth to the next generation as efficiently as possible.
Mortgages
Shop the market for the best terms and the lowest interest rates.
Growth
Let Us Help You Grow
Our clients view us as their financial quarterback or personal CFO. We offer tailored wealth management services to encompass all the facets of ones' finances and provide peace of mind for you and your family.
We provide independent advice
There are no products or recommendations imposed on us from a parent company or by others. We choose the best investment solutions for you.
Our Mutual Fund Dealer
Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company whose origins date back to 1892. The fourth largest life and health insurance company in Canada, Industrial Alliance contributes to the financial well-being of over 4 million Canadians, employs over 6,100 people and administers and manages approximately 170 billion in assets.
