What We Offer

Protection today. Security tomorrow. Legacy forever.

Wealth Management

Wealth Management

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Estate & Business Succession Planning

Protect your legacy. Preserve your business. Prepare for continuity.

This is grown-up planning. Not the “grow fast” phase—but the protect smart, transfer clean, and exit on your terms phase.

Designed for business owners, incorporated professionals, and high-net-worth families, this service moves the conversation from accumulation to preservation, control, and succession. No chaos. No guesswork. No family drama.

When the time comes—retirement, transition, incapacity, or death—your plan should already be running on autopilot.

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Ready to Get Started?

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Opening a savings or investment plan is a guided process. A licensed advisor helps assess eligibility, objectives, and suitability to ensure your plan aligns with your financial goals and regulatory requirements..

I don’t have an advisor

Opening a Savings or FHSA plan requires the guidance of a licensed advisor to ensure proper setup, suitability, and compliance.

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I have an advisor

If you already have an advisor, contact your advisor directly. To find your advisor’s contact information, visit My Client Space, consult one of your statements or contact Customer Service at 1-416-473-8722.

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Your Chance to Win $5,000 — Up to 5 Times

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How to qualify:

  • Contribute to an RRSP, TFSA, or FHSA with iA Financial Group or Investia

  • Open a new eligible savings plan

  • Or complete an iA savings calculator and email your results

✔ No complicated sign-up
✔ Automatic entry when eligible
✔ Multiple ways to qualify

Prizes:

  • 5 prizes of $5,000 (total of $25,000)

Campaign period:

  • November 1, 2025 – March 2, 2026

  • Draw date: April 22, 2026

Good to know:

  • Eligibility rules apply

  • No-purchase entry option available

  • Odds depend on total entries received

👉 For full details, eligibility, and official contest rules, see below.

Calculate how much you need to save using our RRSP, TFSA, or FHSA calculators and see how different strategies may help you reach your goals.

Contribute online or Try a calculator

I’m already a client

Book a Meeting

I want to become a Client

Official Contest Rules (PDF)
The full campaign rules, eligibility criteria, prize details, and conditions are governed by iA Financial Group.

View Official Rules (PDF File)

⭐⭐⭐⭐⭐

“Clear, professional, and reassuring.”
The team took time to explain everything in simple terms. I never felt rushed, and I felt confident in every decision we made.
— Client, Ontario

Interim Reviews

⭐⭐⭐⭐⭐

“They actually listen.”
What stood out was the care and structure. This wasn’t a sales pitch—it was a real conversation about my family and future.
— Working Professional

⭐⭐⭐⭐⭐

“Organized from start to finish.”
From booking to follow-ups, the process was smooth and professional. It gave me peace of mind knowing my coverage was properly reviewed.
— Small Business Owner

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Our Commitment

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People-First Approach

We put people before policies. Every recommendation begins with listening—understanding your goals, your family, and your priorities before discussing solutions. Trust is built conversation by conversation, not transaction by transaction.

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A Focus on Quality

We believe quality beats quantity—always. From thoughtful planning to precise execution, every detail matters. Our work is guided by structure, discipline, and standards that stand the test of time.

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Long-Term Relationships

We’re not here for one decision—we’re here for the journey. As life evolves, so does your financial plan. Our commitment is to walk with you through every stage, providing clarity, continuity, and confidence over the long term.