Tailored Investment Solutions for Every Stage of Life
Whether you’re saving for retirement, a child’s education, or building wealth, we offer investment solutions that align with your goals. Through Investia Financial Services Inc., we provide a full suite of registered and non-registered plans, including RRSPs, TFSAs, FHSAs, RESPs, and corporate investment accounts.
More Than Just Account Setup
We go beyond opening accounts—we help you identify tax-efficient investment strategies and proactively adjust them as your financial life evolves. Every plan is customized to your unique situation, not a one-size-fits-all approach
Transparent, Fee-Based Options
We believe in transparency. For clients who want more control and clarity, we offer fee-based asset management with clearly outlined costs. You’ll always know what you’re paying and how your investments are working for you.
Diverse Investment Choices, Backed by Experience
As a registered representative through Investia Financial Services Inc., we offer access to mutual funds, GICs, index funds, and ETF-based solutions. Our partnership with Trinity Wealth Partners ensures you receive reliable advice backed by industry-leading support.
Important Information
Mutual funds and approved exempt market products are offered through Investia Financial Services Inc. Content is for informational purposes only and may not reflect the views of Investia. 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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Let’s Build Your Financial Bridge
Whether you’re new to Canada or entering a new life stage, we’re here to walk with you. Let’s start with a conversation—one that connects your present to your future.