Offered services
« Mutual funds are offered through Investia Financial Services Inc. ("Investia"). Mutual funds are sold exclusively by representatives registered with Investia and the applicable provincial regulatory authorities.
Investments in mutual funds may involve commissions, trailing commissions, management fees, and other expenses. Please read the fund facts or prospectus carefully before investing. Mutual fund investments are not guaranteed, their value often fluctuates, and past performance is not indicative of future returns.».
A simple and proven approach focused on long-term relationships and returns.
Mutual fund dealer representative*
Financial evaluation
Get a second opinion on your financial situation for free with the help of a detailed analysis of your current portfolio. Complete assessment of your financial situation including clarification of your objectives, your risk tolerance and your tax situation.
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Financial advice
Discussion and advice on various financial and economic subjects from the simplest to the most complex. Should you rent or buy your vehicle? Should you renew your mortgage? Should you pay off all of your debts right away?
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Investments
Development of a comprehensive investment portfolio adjusted to your tolerance and risk appetite. Macroeconomic approach with the use of portfolio managers with global access to the world of financial markets.
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Financial Security Advisor
"Insurance products are offered through PPI.
Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or various issuers."
Financial Needs Analysis
The financial needs analysis helps determine the gap between the client's current situation and the one they are targeting, as well as the best ways to bridge this gap. Provides in-depth knowledge of customer needs and allows customization of the services offered.
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Insurance planning
Are you well protected? Make sure you, your loved ones, and your business are protected in the event of the unexpected. Get the best market rates for your situation with an unbiased approach to choosing your insurance provider. Plan in order to leave a legacy to your loved ones or an organization that is close to your heart.
Contact
Are you interested or do you have questions? Contact me to learn more.