Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources.

Investment Planning

Retirement Planning

Tax Planning

Careers, Education Planning

Estate Planning

Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

FlexCare, FollowMe Health & CI

Travel Insurance

HOW WE HELP

Protecting Your Family

Without barely a moment’s thought, you…

Your Investments

Do you ever feel like life is too automated?

You have worked all your life and saved for…

Your Retirement

After years of living the “rat race”, you are…

Your Child’s Education

You get home from work, your spouse is…

HOT TOPICS

About Us

We serve individuals, families and businesses in the Oshawa area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

Our Dealership

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Mutual 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.

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