Investia Financial Services Inc & Industrial Alliance Group
A member of iA Financial Group, Investia Financial Services Inc.
has been in operation since 1988. Now the largest independent
mutual fund dealer in Canada, Investia offers a wide range of products
and services associated with the distribution of mutual funds and
segregated funds. As of June 30, 2024, Investia holds over $63 billion under
it's administration.
Investia is a wholly owned subsidiary of Industrial Alliance Insurance
and Financial Services Inc., a life and health insurance company
founded in 1892 that operates under the trade name iA Financial Group.​​
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 5 million clients, employs over 9,500 people and administers and manages 229.3 billion dollars in assets.
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PPI Management Inc.
PPI started 40+ years ago and is a Managing General Agent for insurance advisors. PPI Management Inc: PPI Management Inc, a subsidiary of iA Financial Group and an affiliate of Investia. They elevate independent financial advisors to the next level. Supporting advisors with market leading expertise and technology, PPI empowers advisors to build the best estate and insurance solutions for clients.
A steadfast commitment to invest in new market segments and technology is at the core of their success over the years. Working with PPI, provides the insurance advisor the best tools to ensure estate & insurance needs are met with the best support and advisement available.
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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.