WORKING WITH YOU
Our team of financial security advisors will work with you to examine all aspects of your financial security, be it the impacts of a premature death, an extended disability, retirement planning or how to protect your assets against inflation, understanding the consequences of not having a will or a protection mandate, etc.
We will help you to establish financial and tax strategies tailored to your needs (type and time frame) and based on your personal situation.
We will help you to identify the insurance products that correspond to your financial and tax objectives (term, permanent, universal life insurance, etc.).
We will help you to set savings goals for your retirement and put in place investment strategies in line with your investor profile.
FINANCIAL SECURITY
WORKING WITH YOU
Our team of financial security advisors will work with you to examine all aspects of your financial security, be it the impacts of a premature death, an extended disability, retirement planning or how to protect your assets against inflation, understanding the consequences of not having a will or a protection mandate, etc.
We will help you to establish financial and tax strategies tailored to your needs (type and time frame) and based on your personal situation.
We will help you to identify the insurance products that correspond to your financial and tax objectives (term, permanent, universal life insurance, etc.).
We will help you to set savings goals for your retirement and put in place investment strategies in line with your investor profile.
FINANCIAL SECURITY
WORKING WITH YOU
Our team of financial security advisors will work with you to examine all aspects of your financial security, be it the impacts of a premature death, an extended disability, retirement planning or how to protect your assets against inflation, understanding the consequences of not having a will or a protection mandate, etc.
We will help you to establish financial and tax strategies tailored to your needs (type and time frame) and based on your personal situation.
We will help you to identify the insurance products that correspond to your financial and tax objectives (term, permanent, universal life insurance, etc.).
We will help you to set savings goals for your retirement and put in place investment strategies in line with your investor profile.
FINANCIAL SECURITY
WORKING WITH YOU
Our team of financial security advisors will work with you to examine all aspects of your financial security, be it the impacts of a premature death, an extended disability, retirement planning or how to protect your assets against inflation, understanding the consequences of not having a will or a protection mandate, etc.
We will help you to establish financial and tax strategies tailored to your needs (type and time frame) and based on your personal situation.
We will help you to identify the insurance products that correspond to your financial and tax objectives (term, permanent, universal life insurance, etc.).
We will help you to set savings goals for your retirement and put in place investment strategies in line with your investor profile.
Estate and tax planning
– Asset protection
– Assessment of estate requirements
– Savings strategy
– Income splitting
– Assessment of your tax situation
– Income taxes at death
Retirement planning
– Establish your needs and goals for retirement
– Determine your investor profile and risk tolerance
– Evaluate your current investment strategy with respect to your retirement goals
– Establish strategies for using and/or drawing down capital during your retirement
Financial products and tools
PERSONAL INSURANCE
Our financial security advisors make it a priority to identify the financial products that best meet your needs.
– Permanent life insurance
– Universal life insurance
– Term life insurance
– Mortgage life insurance
– Disability insurance
– Critical illness insurance
SAVINGS STRATEGY
– RRSP – Registered Retirement Savings Plan
– RESP – Registered Education Savings Plan
– RRIF – Registered Retirement Income Fund
– LIF – Life Income Fund
– LIRA – Locked-in Retirement Account
– TFSA – Tax-free Savings Account
– Registered or non-registered life annuity
– Registered or non-registered term certain annuity
– Prescribed annuity
INVESTMENT VEHICLES
– Guaranteed investments
– Segregated funds
– Mutual funds*
* MUTUAL FUNDS DISCLAIMER
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 registered with Investia Financial Services Inc. 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.
Estate and tax planning
– Asset protection
– Assessment of estate requirements
– Savings strategy
– Income splitting
– Assessment of your tax situation
– Income taxes at death
Retirement planning
– Establish your needs and goals for retirement
– Determine your investor profile and risk tolerance
– Evaluate your current investment strategy with respect to your retirement goals
– Establish strategies for using and/or drawing down capital during your retirement
Financial products and tools
PERSONAL INSURANCE
Our financial security advisors make it a priority to identify the financial products that best meet your needs.
– Permanent life insurance
– Universal life insurance
– Term life insurance
– Mortgage life insurance
– Disability insurance
– Critical illness insurance
SAVINGS STRATEGY
– RRSP – Registered Retirement Savings Plan
– RESP – Registered Education Savings Plan
– RRIF – Registered Retirement Income Fund
– LIF – Life Income Fund
– LIRA – Locked-in Retirement Account
– TFSA – Tax-free Savings Account
– Registered or non-registered life annuity
– Registered or non-registered term certain annuity
– Prescribed annuity
INVESTMENT VEHICLES
– Guaranteed investments
– Segregated funds
– Mutual funds*
* MUTUAL FUNDS DISCLAIMER
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 registered with Investia Financial Services Inc. 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.
Estate and tax planning
– Asset protection
– Assessment of estate requirements
– Savings strategy
– Income splitting
– Assessment of your tax situation
– Income taxes at death
Retirement planning
– Establish your needs and goals for retirement
– Determine your investor profile and risk tolerance
– Evaluate your current investment strategy with respect to your retirement goals
– Establish strategies for using and/or drawing down capital during your retirement
Financial products and tools
PERSONAL INSURANCE
Our financial security advisors make it a priority to identify the financial products that best meet your needs.
– Permanent life insurance
– Universal life insurance
– Term life insurance
– Mortgage life insurance
– Disability insurance
– Critical illness insurance
SAVINGS STRATEGY
– RRSP – Registered Retirement Savings Plan
– RESP – Registered Education Savings Plan
– RRIF – Registered Retirement Income Fund
– LIF – Life Income Fund
– LIRA – Locked-in Retirement Account
– TFSA – Tax-free Savings Account
– Registered or non-registered life annuity
– Registered or non-registered term certain annuity
– Prescribed annuity
INVESTMENT VEHICLES
– Guaranteed investments
– Segregated funds
– Mutual funds*