Business Planning

What are "financial goals"? I sit down and explore your wants. New home? Children's education? Retirement? I give you a strategy, we then implement it, and review it at least once a year. Part of that yearly review, we look at how this investment performed and make the necessary changes. Your goals and strategies will continually evolve. 

* Mutual funds products are offered through Investia Financial Services Inc.Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities. Insurance products are provided through multiple insurance carriers.Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

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Mutual funds offered through Investia Financial Services Ins.  www.investia.ca

Insurance products offered through multiple insurance carriers.

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