I believe that what you do with your money is more important than how much of it you have. Financial planning should be more about you and less about the numbers. As an investment funds advisor with Investia Financial Services, I can help you and your family get more life from the money you already have. In over 20 years of helping families with their finances, my experience includes the following: Certified Investment Manager, Canadian Securities Institute; Certified Financial Planner, Financial Planning Standards Council of Canada; Chartered Life Underwriter, The Institute for Advanced Financial Education; and Responsible Investment Specialist, Responsible Investment Association of Canada. I live with my wife, Sandy, and sons, Adam and Brian, in Brampton. When I’m not helping people with their finances, you may find me running the park paths of Brampton, playing bass at St. Paul’s United Church or participating with the Brampton Board of Trade as a member of the finance committee.Contact me
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.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.