Services & Products

Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.

Our Planning Services

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Financial

Through a thorough and holistic process, we help you develop a long-term strategy to meet your family’s primary financial objectives.

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Investment

We utilize best-in-class, low cost portfolio managers and a wide variety of financial tools and investment vehicles to achieve your financial goals.

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Retirement

We work with you to envision what your ideal retirement looks like. From there we determine what needs to be done today to make your dream retirement a reality tomorrow. ​

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Socially Responsible Investing

We develop an investment strategy that considers both financial return and social/environmental impact. We believe investing responsibly doesn't have to come at the expense of financial returns.

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Pensions

After years of dedicated service, there are often key decisions required regarding your hard earned pension assets. Our experienced advisors walk you through your options to ensure that you are maximizing your long term interests for you and your family.​

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QROPS

We are one of the few wealth management firms is Canada that can facilitate the transfer of your non-government UK pension to a Canadian RRSP using the Qualifying Recognized Overseas Pension Scheme.

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Estate

Handling an estate involves many complexities that require professional assistance including but not limited to minimizing probate fees and various taxes at time of death. You are rightfully entitled to maximizing what you leave behind for your family and community.

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Tax

Either through our Family Office services or in partnership with your tax and legal professionals, we implement tax smart strategies designed to preserve your hard-earned wealth and leave a legacy for your family.​

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Insurance

We provide peace of mind that your loved ones are cared for by protecting and preserving your wealth from unexpected illness, injury or death. ​

Your Family, One Office, You First™

Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.

Our Products

Accounts

Investment

RRSP/RRIF/LIRA/LIF/Pensions

QROPS

RESP – Education

Fee-Based Asset Management

Investments

GIC’s

Mutual Funds

Socially Responsible Funds

Segregated Funds

Insurance

Life – Term

Life – Permanent

Critical Illness & Disability

Health & Dental Benefits

Annuities

support for Your business

Small and medium sized business is undoubtedly the growth engine for the Canadian economy.  For most business owners, personal and corporate finances are tightly intertwined and it’s important that your financial advisor understands the correlation between the two. With extensive experience working with companies of all sizes, within various industries, our advisors will work with you to understand your business’s financial objectives regardless of which life-stage your company is in. 

Planning considerations may include: 

Starting Up

  • Financial Coaching 
    • Budgeting 
    • Cash flow management 
  • Business Continuity 
    • Consider “key-person” insurance for key individuals within the organization (founders, executives, sales reps, etc.) 
  • Securing Lending 
    • Often requires “key-person” insurance 
  • Shareholder Agreement 
    • What happens if one of the shareholders dies or is ill/injured for an extended period of time? 
    • Should be funded using life and health insurance 

As You Grow

  • Manage Retained Earnings 
    • Allocation of your company’s profits
  • Employee Benefits 
    • Group Benefits 
    • Pension plans 
    • Profit sharing 
  • Business Continuity 
    • Consider “key-person” insurance for key individuals within the organization (founders, executives, sales reps, etc.) 

Succession Planning

  • Future Ownership 
    • Will a family member assume control of the business? 
    • Will the business be sold to an outside buyer? 
  • Professional Advisor Consultation 
    • Lawyers, accountants and financial advisors need to be on the same page 
  • Retirement Income 
    • Where will your income come from in retirement? (Holding Company, share buyback, personal savings, etc.) 

Your Family, One Office, You First™

Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.

Insurance

It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.

Health & Dental

Help protect you and your family from regular health, dental, and vision costs, as well as expenses related to disability, critical illness, or long term care.

Travel Insurance

Get help covering your unexpected expenses wherever you travel. Benefit from comprehensive coverage for trips as short as a few days or as long as 365 days.

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 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. Privacy Policy.

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