Understanding Our Structure

At QSA Wealth Management, our structure is designed to provide comprehensive, independent financial planning services tailored to meet the unique needs of our clients. Our approach is built upon three key pillars that ensure we deliver exceptional service and a wide range of investment options.

1. Investia Financial Services - The Dealer

We are registered through Investia Financial Services Inc., a subsidiary of Industrial Alliance. As our Mutual Fund dealer, Investia provides the necessary licensing and dealer services that allow us to transact with virtually any financial entity in Canada. This partnership ensures that we have the regulatory support and compliance infrastructure needed to operate independently while offering a broad spectrum of financial services.

• Provides licensing and compliance support.

• Enables transactions with financial entities across Canada.

2. Our Investment Partners

We work with a variety of esteemed investment partners, such as Fidelity Investments. These partners offer a diverse array of investment products designed to support our clients' varied financial needs. By leveraging the expertise and resources of these partners, we can provide tailored investment solutions that align with your financial goals.

• Offer a wide range of investment products.

• Support our clients' diverse financial needs.

3. Your Advisor - The Direct Interface

At the heart of our structure is the Certified Financial Planner (CFP), your personal advisor. Our CFP spends the time necessary to understand your current financial state and desired future state. They build comprehensive strategies around the products and services offered by our investment partners, helping you attain your financial goals. As your direct interface, our CFP ensures that you receive personalized, client-centered advice and support every step of the way.

• Understands your unique financial situation and goals.

• Develops and implements tailored financial strategies.