We are in process of moving our operations. We currently see clients at our temporary office downtown at 939 Expo Blvd and we do house calls.

We are licensed to serve all of BC and we currently serve clients as far north as Fort St. Johns.

Hours of operation:

Mon - Thurs: 10 am - 9 pm
Fri: 10 am - 1 pm
Weekends and holidays by emergency only

Our Services Include:

Mutual Fund Investments1, Segregated Funds2 and Payout Annuities
Retirement Savings Plans (RRSP’s) and Educational Savings Plans (RESP’s)
Life Insurance3
Critical Illness Benefits3
Disability Income Programs
3
Long Term Care Income Programs
3
Extended Health and Dental plans
3
Mortgage & Creditor Insurance
3
Key Person Insurance
3
Estate Tax Liability Insurance
3
Estate and Financial Planning
Tax Preparation Services
Corporate tax sheltered investments
Low tax investments
Income for Life and Insured Portfolios2
Tax Deductible Mortgage Eraser®
Creating income for families with disabled children
Registered Disabilities Savings Plans1
Double deductible RRSP’s and reduced tax RRSP withdrawals strategies
 

1. 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.

2. 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.

3. Insurance products are provided through multiple insurance carriers.

Investia Privacy Policy
 

Feel free to contact us for a no obligation financial check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


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