Company Information

Get to know ExcelPlan Financial/Investia Financial Services Inc.

Investia Financial Services Inc. is a wholly-owned subsidiary of iA Financial Group, one of Canada's largest insurance and wealth management companies. Established in 1999, Investia operates as a mutual fund dealer, offering a wide range of investment products, including mutual funds, segregated funds, and principal protected notes. The company's business model is centered on supporting a network of over 1,100 independent financial advisors across Canada. These advisors and their practices, such as "ExcelPlan Financial," often operate under their own trade names while being registered representatives of Investia, which provides the regulatory, compliance, and back-office platform for their operations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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ExcelPlan Financial/Investia Financial Services Inc.

Canada

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.