Walhout Financial clients can log in to this Client Portal to receive online access to account balances, investment holdings, transactions and dealer account statements.
Mutual fund accounts with Walhout Financial are held at Investia Financial Services Inc., which administers over $29 Billion in assets as of August 31, 2018.
Investia 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.