Gustav Lundquist

EPC, CFP

Mutual fund representative 1 Financial planner Insurance representative 2

Investia - Fernie

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

Gus has been in the business for 15+ years and is a Certified Financial Planner® and Elder Planning Counselor® , dually licensed to offer both mutual funds and insurance products. With a “seek first to understand” approach to his clients’ needs, he is able to draw on his wide variety of life experience in the sales industry and as a previous mortgage broker to help his clients attain their goals in a number of ways . Also, he manages his business with a “no fees in, no fees out” approach. The benefit is that he is able to save his clients money on their fees overall. He enjoys volunteering with his church, Trinity Baptist Church, and Bibles for Missions. He also has a number of home improvement and landscaping projects around his home that he is working on. When he has some free time, he enjoys focusing on a healthy lifestyle and loves hiking and mountain biking. He is hoping to do more travelling abroad on a worldwide ticket in the future. He is a proud parent of his one and only favourite son, Jason, who is a Red Seal plumber and he happily calls Kelowna his home. He can be contacted at lundquist.gus@gmail.com.

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.

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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CLIENT PORTAL

Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Mobile application

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

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.

1 With Investia Financial Services Inc. 2 Financial Horizons Group