Investia Financial Services

We are committed to ensuring advisors maintain the freedom and flexibility to manage their independent practice, while also providing them with access to innovative digital planning and advice tool options to support the long-term financial health of their clients. That’s why we’re thrilled to announce a new partnership with Conquest Planning Inc., a leading technology platform modernizing financial planning with customized and convenient advice. 🤝 Our advisors now have the option to take advantage of Conquest’s AI-powered Strategic Advice Manager, enabling them to make smart financial recommendations based on a client’s individual situation and ensuring their success at every stage of their lifelong financial journey. 💡 #partnership #ConquestPlanning #financialadvisor #financialplanning #wealthmanagement #wealthtech

Ready for a recap of the year 2023 in finance? 📈 💵🌍This week with Marc Gagnon and Sebastien Mc Mahon, we unveil the year's major events, the fluctuations in the stock market, and our predictions for the upcoming year. Stay tuned for a podcast you won't want to miss! 🎧 https://ow.ly/wI5b50QkL6w

2023 UNITED WAY CAMPAIGN – A Huge Success! 👏 Thanks to the generosity of iA employees across the country once again this year, we raised a record $2,638,154—a 8.5% increase compared to last year. “From the bottom of my heart, I’d like to thank you for this wonderful outpouring of generosity and I’d also like to congratulate everyone who worked hard to make this campaign a success!” – Denis Ricard, President and Chief Executive Officer of iA Financial Group.

ECONOMIC NEWS 📈 This week with Sebastien Mc Mahon: The U.S. Federal Reserve positions itself for a pivot in 2024, while the markets take a risky gamble anticipating six key rate cuts in the next 12 months. 👉 https://ow.ly/ATYL50Qjqrk

Building a team that plays to each member’s core strengths will make your practice stronger and result in better and more tailored outcomes for clients. Learn more from Faiella Financial Group: https://lnkd.in/g3vwBYyB #InvestedInYou #IndependenceMatters

A common myth – and one that can lead to many headaches down the road – is that only the ultra-wealthy need an estate plan. The fact is that everyone needs to make arrangements for what happens to their property and financial assets after death, and getting it right will ensure your bequest moves seamlessly to those you care about. Learn more: #InvestedInYou #WealthManagement #Inheritance

Voici un mythe courant: seuls les riches ont besoin d’un plan successoral. En réalité, nous devons tous prendre des mesures afin de préparer le transfert efficient de nos actifs immobiliers et financiers à notre décès. Ainsi, nous pouvons nous assurer que nos volontés seront respectées. En savoir plus : #Onsinvestitpourvous #Gestiondepatrimoine #Héritage  

🧡 On the National Day for Truth and Reconciliation, celebrated every September 30, iA Financial Group lights its buildings in orange, the symbolic colour of this commemorative day. This gesture is added to the commitments we have made in recent years to forge meaningful ties with Canada’s Indigenous communities. On this day of commemoration, let us pay tribute to the children and survivors of residential schools, to their families and to their communities. Let us act with respect and compassion towards those who suffered this dark chapter in Canada’s history. Listening, dialogue and truth will be our allies on the road to lasting and sincere reconciliation.

ECONOMIC NEWS 📈 This week with Sébastien Mc Mahon: Canadian inflation could remain above target until mid-2024, and the markets (finally) hear the Fed’s “higher for longer” message. Watch it here: 👇 https://ow.ly/BOHN50POLlO

ECONOMIC NEWS 📈 This week with Sébastien Mc Mahon: The European Central Bank moves to the sidelines while oil once again becomes a risk factor. 👉 https://ow.ly/9yR650PMeM2