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, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered
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.
4Disclaimer
Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds
Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Segregated Funds
Segregated 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.
Guaranteed Investment Certificates
Guaranteed Investment Certificates Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
5Privacy Policy
https://ia.ca/privacy-policy