FocalPoint Financial Group Inc. clients can securely log into Investia Financial Services Inc.'s Client Portal to receive online access to account balances, investment holding details, transactions and dealer account statements. You can also electronically sign documents through Investia's Client Portal.
ABOUT INVESTIA FINANCIAL SERVICES INC.
Investment accounts with FocalPoint Financial Services Inc. are held at Investia Financial Services Inc. ("Investia"). As of August 31, 2018, Investia administers nearly $29 billion in assets. The Investia head office is based in Quebec City, QC, with regional offices located in British Columbia, Alberta, Ontario, Quebec and Nova Scotia.
In operation since 1988, Investia is our mutual fund dealer and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company founded in 1892 that operates under the trade name iA Financial Group.
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 6,800 people and administers and manages $169 billion in assets.
New Users
Register for access by providing your name and other details using the registration form.
Once your registration is submitted, it is normally processed by the next business day.
You will then receive an email containing your temporary password and further instructions to access your secure client portal.
Password Help
If you need to reset your password, you can submit a help request below.
Help requests are normally responded to by the next business day.
During regular business hours, you can also call our office at 250.863.2952 or email contact@focalpointfinancial.ca for assistance.