YOU CAN FIND OUR MUTUAL FUNDS ELSEWHERE – BUT NOT OUR EXPERTISE.
How do you select a mutual fund from the literally thousands of funds available? Good question. But not one that’s simple to answer, unless you have the knowledge, time and analytic capabilities to focus your search based on performance as well as your investment priorities. There’s nothing magical about our expansive list of mutual funds available through our Investia brokerage – literally thousands of all types of mutual funds. It’s not our range of funds that sets us apart; it’s the way we help choose the ones that are right for you. To us, a mutual fund doesn’t represent a sale or a transaction – it represents a key piece of your overall investment strategy.
SERVICES:
Wealth AssessmentPortfolio Management
Wealth Planning
Retirement Planning
Estate Planning
Tax Planning
Mortgage Advice
PRODUCTS:
Mutual Funds are our primary product for these accounts:RRSP – Registered Retirement Savings Plan
LIRA – Locked-In Retirement Account
RRIF – Registered Retirement Income Fund
LIF – Life Income Fund
TFSA – Tax-Free Savings Account
RESP – Registered Education Savings Plan
RDSP – Registered Disability Savings Plan
Non-Registered Savings
Segregated Funds
Disclaimers
1Mutual Funds and Exempt Market Products
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
2Segregated funds
Segregated fund 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.
3Insurance
Segregated fund 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.