Investia Financial Services Inc.
Member of the iA Financial Group, Investia Financial Services Inc. has been in operation since 1988. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
Our Trusted Partners
Our Family
Investia Financial Services Inc. 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 4 million Canadians, employs over 6,800 people and administers and manages $197.5 billion in assets.
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Regulators
Investia is a national mutual fund dealer registered in all Canadian provinces. All mutual fund dealers in Canada are required to be a member of Self-Regulated Organization (SRO), therefore Investia is also a member of the Mutual Fund Dealers Association of Canada (MFDA). The MFDA is the national SRO for distribution in Canada’s mutual fund industry and is the regulator of practice standards, operations, and conduct of its members and their representatives. They have a mandate to maximize protection for investors and upholds the public’s confidence in the mutual fund industry. Investia is also governed by the provincial securities commission in each province it is registered.
In the province of Québec, Investia is a member of the Autorité des marchés financiers (AMF). The AMF is the regulatory body mandated by the government of Québec in overseeing financial markets in the province and provides assistance to consumers of financial products and services.
Federation of Mutual Fund Dealers
“The Federation” is the association of mutual fund dealers and affiliates in Canada, and represents independent mutual fund dealers across the country. The Federation represents dealer firms, with a combined $114 billion in assets under administration as well as over 17,000 licensed advisors who provide services to more than 3.5 million Canadians.
Investia is a proud member of the Federation and is an active participant in its initiatives.
Investment Funds Institute of Canada (IFIC)
IFIC represents all things associated with the investment funds industry, this includes approximately 150 mutual fund managers and dealers, as well as professional and business services that support the investment funds industry. The IFIC’s primary role is advocating on behalf of the industry and its investors when dealing with regulators and policy makers.
Investia relies IFIC as a valuable source for shared information on the Canadian mutual funds industry. The information provided ensures its members and their advisors are equipped with the tools, knowledge, and guidance to comply with evolving requirements.