Investia Financial Services
Who We Are
Member of the iA Financial Group, Investia Financial Services Inc. has been
in operation since 1999. We offer a range of products and services associated
with the distribution of mutual funds and segregated funds.
Assets Under Administration:
Over $15.5 billion (as at July 31, 2015)
Our Products
Investia offers the majority of the mutual funds available in Canada to fulfil the
savings and retirement needs of individuals.
Canada-Wide Presence
The Investia head office is based in Quebec City, Quebec.
With offices in British Columbia, Alberta, Ontario, Quebec and Nova Scotia,
we offer services across Canada.
Our Family
Investia is also a wholly owned subsidiary of iA Financial Group, a life and health insurance company founded in 1892. iA Financial Group offers, either directly or through its subsidiaries, a complete range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgage and car loans and other financial products and services.
The fourth largest life and health insurance company in Canada, iA Financial Group contributes to the financial well-being of over 4 million Canadians, employs over 5100 people and administers and manages $115 billion in assets.
Industrial Alliance Group
Founded in 1892, iA Financial Group offers a comprehensive range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgages and car loans as well as a host of other financial products and services.
Responsible for the administration and management of over $126.2 billion in assets, our publicly-listed company ranks among Canada’s largest and most prominent insurance companies. Thanks to our conservative investment policy, wise capital management practices and solid risk management culture, iA Financial Group enjoys financial stability and flexibility, which allows it to grow and withstand any potential economic shocks.
Financial Horizons
Your Financial Services Company Of Choice
Financial Horizons Group is the leading, national,
Canadian-owned and operated Managing General Agency (MGA)
that offers a comprehensive selection of life/health insurance,
employee benefits, pensions, investments, structured settlements,
and risk management products and services to advisors throughout
Canada.
As an MGA, Financial Horizons Group is appointed by 24 insurance
companies to distribute their products and services, through
independent financial advisors to Canadian consumers.
Financial Horizons Group partners with financial advisors for support
in growing advisors' businesses. This commitment translates into
providing advisors with the ideal mix of resources, products and
services that they, in turn, can offer to their clients.
What sets Financial Horizons Group apart from the competition
is the exceptional level of support extended to advisors by the
firms' employees. A national team of insurance professionals use
their knowledge and resources to respond quickly to advisor inquiries and needs.
The team is committed to providing the highest quality products, world-class
services and premier solutions to help advisors boost their business. Advisors
rely on the Financial Horizons Group team to sift through vast volumes of
industry information; permitting them to focus on their business and clients.
Financial Horizons Group is firmly fixed on a goal of being the financial services
company of choice and works to ensure the needs of affiliated advisors are fully
met in todays’ ever-changing financial services industry.
Our Partner
Paul Crema offers 20 years of experience in comprehensive financial planning. With Paul's designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and a Certified Financial Planner (CFP), Chartered Insurance Professional (CIP), Fellow Chartered Insurance Professional (FCIP), he supports Steadfast Financial with high net worth clients.