Anne Kinzie

CFP

Mutual fund representative 1

Insurance representative

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have 25 years of industry experience and I am the principal advisor of Kinzie Financial. I grew up in Kitchener and attended Wilfrid Laurier University, graduating in 1987. As a transplant resident of Cambridge, I have embraced this community and its quirks and proudly proclaim to live in Preston, play in Hespeler (tennis, that is) and work in Galt. With that said, Kitchener and Waterloo are simply an expressway drive away and very much a part of my world. I have strong ties to my community and I am involved with the Hespeler Tennis Club and St. Clement’s Church. I further volunteer for the Parkinson Society Southwestern Ontario. Professionally, I attained my Certified Financial Planner® designation in 2001.

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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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January 10, 2025

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1 With Investia Financial Services Inc. 2 Kinzie Financial

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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Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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