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.