519-745-8771 | 1-800-866-8727
Products & Services
Serving the Province of Ontario.
Mutual funds products are provided through Investia Financial Services Inc.
Product Selection Factors
- Experience
- Research resources
- Intuition
- Pricing & benefits
- Recommendations
Services We Provide
- Specific Requirements
- Basic Income Estate Analysis
- Basic Retirement Planning
- What If Scenarios
- Basic Estate Planning
- Journeying/Encouraging
- Educational Seminars/Workshops
Products Offered
- Life Insurance (term and permanent)
- Critical Illness Insurance
- Long Term Care Insurance
- Disability Insurance
- Mortgage Insurance
- Health & Dental Benefits
- Group Benefits
- GICs, Term Deposits
- Segregated Funds
- Annuities
Products Offered through Investia Financial Services Inc.
(Licensed Advisor: John L. Housser)
- Mutual Funds (commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments)
Saving Strategies
- RRSP (and Spousal-RRSP) and RRIF (and Spousal-RRIF)
- Tax Free Savings Account (TFSA)
- Locked-in Retirement Account (LIRA) and Life Income Fund (LIF)
- Registered Disability Savings Plan (RDSP)
- Registered Education Savings Plan (RESP)
- Non-registered (individual and joint)
- Self-directed options
- Lumpsum pension rollovers
Our Compensation
We address your costs and how we are paid early in our interactions. We have a history of “staying ahead of the curve”, being competitive with respect to fairness in compensation for the customer, ourselves, and the industry infrastructure.