Investia

Investia is a financial services platform that offers a complete range of products to help clients reach their financial goals. It provides access to financial advisors, investment products, and a client portal for managing portfolios.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Non-technical

About

What is Investia?

Investia Financial Services, a wholly-owned subsidiary of iA Financial Group, provides a comprehensive suite of financial products and services designed to help individuals achieve their financial objectives. The platform connects clients with experienced financial advisors who offer personalized advice for key life events, from moving in together and buying a home to planning for retirement and starting a business. Investia offers a wide range of investment options, including mutual funds, segregated funds, RRSPs, TFSAs, RESPs, and RRIFs. Clients can manage their investments and access their portfolios anytime, anywhere through the Investia app and client portal. The service emphasizes the value of expert advice and customized solutions to help clients navigate their financial journey effectively.

Best used for

Ideal for individuals and families who need to plan for major life events, manage their savings, and prepare for retirement. Especially valuable for those seeking personalized financial advice and a comprehensive range of investment products.

Common actions

Manage investments

Plan for retirement

Save for education

Access financial advice

Monitor portfolio

Androidmobile_app

Capabilities

Key features

Financial advisor access
Mutual/segregated funds
RRSP, TFSA, RESP accounts
Client portal access
Mobile investment app
Economic news updates

Target Audience

individuals seeking financial adviceinvestorsretireesbusiness owners

Integrations

Not yet documented

Pricing & Plans

Likely Not Free

Free

FAQs

What types of financial products does Investia offer?

Investia offers a comprehensive range of financial products, including mutual funds, segregated funds, Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), Registered Education Savings Plans (RESPs), and Registered Retirement Income Funds (RRIFs). They also provide RRSP loans and non-registered savings plans.

How can I access my Investia investment portfolio?

Clients can access and manage their investment portfolios through the Investia Client Portal, which allows online access to account information. Additionally, Investia offers a dedicated mobile app for both iOS and Android devices, enabling users to keep track of their investments anytime, anywhere.

Does Investia provide financial advice for specific life events?

Yes, Investia's advisors are available to provide tailored advice for various key life events. This includes guidance for moving in together, buying a home, having a child, saving for a project, starting a business, and comprehensive retirement planning to help clients achieve their financial goals.

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