Investia 2.3

Investia Financial Services Inc. is a mutual fund dealer that offers a comprehensive range of financial products and services. Their knowledgeable representatives are dedicated to helping you realize your financial goals.

Being a wholly owned subsidiary of iA Financial Group, one of Canada's largest life and health insurance companies and a prominent public entity, Investia Financial Services Inc. benefits from strong industry backing. iA Financial Group's stock is listed on the Toronto Stock Exchange under the symbol IAG.

Aligned in values that prioritize service, performance, and teamwork, Investia and iA Financial Group provide a solid foundation to meet your financial needs.

Investia App

The Investia app offers a convenient way to access your investment portfolio and personal profile at any time and from any location. It serves as a mobile extension of your Investia Client Portal available at https://client.investia.ca

The current features of the app include:

1. Overview of your accounts: Get detailed information on all your accounts, client numbers associated with the connected user, consolidated market value, and shared family account details.
2. Account details: Review consolidated market value and individual plan balances for the selected account.
3. Your plans: Access detailed plan information for the chosen account.
4. Contact us: Find your advisor's contact information, including address, phone numbers, fax number, and email address.

To fully utilize the Investia app, registration on the Investia Client Portal is required. You can use your existing Investia access code from the web portal to log in. If you don’t have one, the app enables you to register online. For assistance with forgotten access codes or password resets, secure procedures are in place.

For further inquiries or information, feel free to contact your Investia advisor directly or reach out for support at 1 866 383-3306.