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Investia to acquire PlanifaxInvestia to acquire Planifax

first_img maxkabokov/123RF Share this article and your comments with peers on social media Rapport Credit Union partners with Wealthsimple IE Staff The transaction is a part of Investia’s growth strategy, which promotes the expansion of its sales and independent brokerage networks across Canada, the company adds. Planifax was founded in Rosemère, Que. in 1988 and serves clients mainly in Quebec. “The time has come to pass the torch and we are happy to be passing it to Investia, a leader in the Quebec financial services industry and one of the largest players in the sector across Canada,” comment Daniel Bissonnette, chief compliance officer, and Doris Allard, president and CEO, co-founders of Planifax, in a statement. Investia is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. Quebec City-based Investia Financial Services Inc. announced on Monday that it has signed an agreement to acquire Les Services Financiers Planifax Inc., a financial planning firm specializing in mutual investment funds. The closing date is scheduled for Jan.1, 2016, subject to regulatory approval and other closing conditions. Financial terms were not disclosed as “the impact of the transaction on earnings and capital is deemed non-material,” Investia says in the announcement. Industry seeks clarity on MFDA proposal regarding discretionary trading Related news Agora partners with Pascal Financial Keywords Mutual fund dealers Facebook LinkedIn Twitterlast_img read more