Build your financial independence
Focused on creating solutions and dedicated to growing your wealth, we advocate a holistic approach to financial management that transparently addresses all aspects of your finances, helping you achieve your goals with confidence and peace of mind.
- Impartiality
- Stability
- Responsibility
- Opportunity
Partnership
Strategies focused on your best interests
Trust
- Our empathy in support of your success
- Understanding your reality and supporting your goals
- Building a long-term partnership
Knowledge
- Analysis of financial regulations and tax legislation
- Expert use of powerful tools
- Understanding of the financial landscape
Growth
- Exclusive access to thousands of financial products
- Transforming opportunities into profitable actions
- Leveraging high-performance strategies for growth
Investing in financial advisory
Knowledge, discipline, and experience working to enhance your returns.
What is the advisor’s added value?
Advisor Impact
3,52%
Additional return
Selon l’étude d’Investissements Russell, rendement annuel supérieur pour 2024
17 500$
Additional Amount
According to the Russell Investments study, additional annual gain on a $500,000 portfolio
Impact du conseiller
3,52%
Rendement additionnel ¹
17 500$
Montant supplémentaire ²
2,3 fois
Plus d’actifs ³
- Selon l’étude d’Investissements Russell, rendement annuel supérieur pour 2024
- Selon l’étude d’Investissements Russell, gain annuel supplémentaire sur un portefeuille de 500 000$
- Selon «More on the Value of Financial Advisors, CIRANO 2020»
iA Investia Financial Services Inc. is part of the iA Financial Group, which manages over $260 billion in assets.
As the regulatory body overseeing all investment brokers, iA Investia Financial Services Inc. is registered with the OCRI.
Protection for assets held by a member broker on behalf of an eligible client. Investia Financial Services is a member of the FCP.
Solutions Planifiées, your advisor, and iA Investia Financial Services Inc. are registered with the Autorité des marchés financiers.