Investia Financial Services, a subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products and services to assist with savings and retirement planning. Their team of advisors ensures that action plans adapt to life's changes, providing expertise and tailored solutions to help clients achieve their financial objectives.
With a diverse portfolio of financial products like RRSPs, TFSAs, RESPs, and more, Investia caters to various financial needs. They guide clients through major life events such as moving in together, having a child, buying a home, starting a business, saving for projects, and planning for retirement, offering insights and strategies for each milestone.
Investia emphasizes the value of advice and personalized services, aiming to empower clients to make informed decisions and secure their financial future. Through their innovative app and client portal, Investia ensures convenient access to investment tracking and portfolio management, enhancing the overall customer experience.
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