John Burris

PFP, RIS

Mutual fund representative 1

Evangeline Wealth Management

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

After ten years as an advisor in retail banking, I anchored in my home province as an independent advisor to offer my clients the consistent relationship they wanted, and the one I needed to be most effective. In 2010, I obtained my investment license and continued to complete the Personal Financial Planning Designation (PFP) in 2018. Prior to this, I graduated from NSCC with a diploma in business management. When not at the office, I am likely to be found playing, coaching, or watching hockey throughout the rinks of Nova Scotia, and I am proud to be the treasurer of the Bridgetown Memorial Cup Association. It is easy to become overwhelmed by the number of accounts and options, but through an engaging process of simple questions and conversation, I can help you navigate and understand which benefit is best suited for you and why. From starting simply together, to including your family and other professionals as needs develop, I am there to monitor and adjust with you through the changes that life brings.

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About my team

Working from our offices in Greenwood and Windsor, we are a team of independent advisors offering the consistent relationship that clients seek, with the added value of a team approach. Evangeline Wealth Management - Established in Nova Scotia, 1964 / Investia Financial Services Inc.

Brenda Spinney

Greenwood Executive Assistant and Client Service Manager

Telephone

902-765-8437 Send a messageeast

Donna Browne

Windsor Executive Assistant and Client Service Manager

Telephone

902-798-8741 Send a messageeast

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 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
The value of an advisor

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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Client Portal

Direct access to your investments and our advice

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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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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May 5, 2023

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1 With Investia Financial Services Inc.