Troy Gorrill

CFP

Mutual fund representative 1 Insurance representative

Investia – Charlottetown

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I attained my Certified Financial Planner designation in 2004 and joined Investia in 2011. When asked: “Why Investia?”, I answer that there are many reasons, but my top ones are: We work for your best interest. You are the centre of everything we do. We truly wish to do our very best and ensure we are giving our clients the best advice and solutions possible. We start off by getting to know you: What is most important to you? What are your hopes and dreams for yourself, your family and your business? What are your concerns and what obstacles can we tackle together to meet those needs? We advise you. We have access to a vast array of products and companies to find solutions tailored to your unique needs. We guide you. You are never alone. We are with you every step of the way. We will monitor your progress, adjust your plans if needed and keep you well informed along the way. Please feel free to contact me anytime and I would be happy to set up an appointment.

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.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds
  • Life Insurance (universal, whole, term)
  • Group Life Insurance
  • Guaranteed Issue Life Insurance
  • Travel Insurance
  • Health and Dental Insurance

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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Economic news with Sébastien Mc Mahon and his team

Clément 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.