Investment Funds Advisor – Investia Financial Services Inc.
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial planning advice. I believe that personalized service is essential when matching clients with the right financial security products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together, we will use them to build a financial plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
