Adrian Greyling

B. A.

Mutual fund representative 1

Parasol Financial Solutions

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About me

Adrian is a financial advisor with Investia Financial Services Inc. He has worked in the financial services industry since 1996. His credentials include a Bachelor of Arts in Mathematics from York University and completion of the Canadian Securities Course and the Branch Managers Course.

Leveraging these tools, Adrian has forged great client relationships by treating each one of them as a unique individual, identifying their needs and wants and bridging any gaps that may be present in their financial situation.

Adrian provides advice on investments, taxes, estate planning, education funding and retirement. He works closely with his wife Shawna, an insurance advisor, and enjoys providing financial strategies that are tailored to each client’s unique needs and preferences.

As part of a collaborative team, Adrian offers solutions to protect your long-term financial wellbeing. Together, you will devise a solid plan for financing life’s big moments such as post-secondary education or retirement, leaving you with clarity, confidence, and peace of mind about your financial future.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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1 With Investia Financial Services Inc.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
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