Investia Financial Services Inc. is a registered investment dealer, truly independent in recommending investments from all of the major banks, investment and insurance companies in Canada.
A member of the iA Financial Group, Investia Financial Services Inc. has been in operation since 1999. We offer a range of products and services associated with the distribution of mutual funds and segregated funds with Assets Under Administration of over $27 billion. (as at September 30,2017)
Investia is also a wholly owned subsidiary of iA Financial Group, a life and health insurance company founded in 1892. iA Financial Group offers, either directly or through its subsidiaries, a complete range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgage and car loans and other financial products and services. The fourth largest life and health insurance company in Canada, iA Financial Group contributes to the financial well-being of over 4 million Canadians, employs over 5100 people and administers and manages $164,8 billion in assets.
Infinite Financial is fortunate to have Investia and the team of associate advisors working with us. Investia Financial Services Inc. provides expertise, experience and execution of transactions in the following areas;
- Mutual Funds
- Guaranteed Investment Certificates (GIC's)
- Principal Protected Notes
- Flow Through Shares
- Hedge Funds
"In the ever changing and intricate investment business it is important that we work with a highly experienced and ethical team for assisting clients grow wealth. We need a partner that offers superior family like service and is completely independent of any major companies or bias’s. We found exactly this at Banwell Financial Inc."
Geoff Cook CFP
President - Infinite Financial
Our clients deserve the best. The insurance world is a lot like many industries in that no one company can be all things to all people. In order for our clients to always ensure they get the very best products at the best prices we need to have a strategic partner that offers a wide range of competitive products that are unparalleled in the industry and we’ve found that in Bridgeforce.
In order for Infinite Financial to offer a wide range of insurance companies we needed to partner with a large agency to help us set up the appropriate contracts with insurance companies. Bridgeforce allows us the ability to offer insurance products from the majority of the Life Insurance companies in Canada.
Bridgeforce™ is one of the largest Canadian owned and operated Managing General Agency's. With more than 180 years of combined experience.
Bridgeforce™ provides expertise, experience and execution of transactions in the following areas;
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Group Benefit Insurance
- Health and Dental Insurance
- Travel Insurance
- Segregated Funds
Bridgeforce’s team offers superior service and expertise in the area of Insurance, and is a perfect fit for Infinite Financial and our clients.
- As an industry wide respected MGA, we are the bridge between advisors and suppliers. It is our commitment to extract the best service from our suppliers, our staff and ourselves which keeps these links strong.
Allen Wong is a leader in the Canadian insurance industry and is known for his personal integrity, knowledge and business acumen. Allen is a partner of Bridgeforce™ and a colleague and mentor to Infinite Financial.
After earning a BBA with a major in Marketing and Finance at Simon Fraser University, Allen entered the life insurance business in 1985 with a “career company”. After a successful seven years and achieving Top Branch status 3 out of 4 years, Allen’s entrepreneurial spirit kicked in and he left to start his own firm. Allen has been influential in the life insurance industry in recruiting and developing new advisors; he is currently is coaching experienced brokers and helping agents develop their own agencies. As President and C.E.O of Allen Wong & Associates Insurance Agency Limited, he has built a reputation in the financial industry as a consistent top producer and a valuable resource for product development. As a top agent, Allen has the distinction of being a Qualifying Life member of MDRT for 12 years, 3 time qualifier for “Top of the Table”, and 3 time qualifier for “Court of the Table”, one of the highest designations in the insurance industry.