Mutual Funds are offered through Investia Financial Services Inc. Mukesh Patel, in association with Trinity Wealth Partners (Registered Trade name with Investia Financial Services Inc.) offers all the investment plans such as RRSP, TFSA, RESP, FHSA, RRIF, Non-Reg Accounts etc. Mukesh proactively engages clients to identify tax-efficient investment opportunities that fit their current risk tolerance and future financial journeys.
Investment Services Tailored for You
Our primary focus is helping you navigate the complex journey of the Canadian financial landscape. While that journey starts with a comprehensive financial plan, we understand that investment planning is an ongoing process. That’s why most of our clients continue working with us, trusting us to administer their investment accounts after the initial financial planning activity is completed.
We offer fee-based Asset Management Services for clients who prefer full transparency and control over their finances. As the investment industry has evolved in recent years, fees are more transparent than ever. Our goal is to provide even more clarity on investment fees.
Our clients have access to a wide range of investment options, including mutual funds, index funds, and ETF-based mutual funds, as well as GICs. We are registered through Investia Financial Services Inc., one of the leading investment dealers in Canada, to bring these options to you. Find out more about Investia here- https://investia.ca/
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Ready to Take the Next Step?
Whether you’re just starting your investment journey or looking to make your portfolio work harder for you, we are here to guide you. Let’s chat about how our transparent, fee-based investment accounts can simplify your finances, save you time, and help you live your life more efficiently. Schedule a free consultation today to see how we can support your financial goals.
Mutual funds, approved exempt market products and/or exchange-traded 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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