The wealth wheel shows some of the aspects of wealth planning that you may or will need to contend with over your life. We can help you make smart choices with your money such that you have the best chance of achieving your life goals. Your investment plan is the hub of the wheel and binds all of the elements together.
We will sit down with you and take the time to understand the feelings you have around money. We will help you put into words the goals you have in life and then help you determine what amount of money you would need to meet those goals.
We will develop a plan for you that we feel will give you the best chance of achieving your goals.
We will help you implement the plan using our model portfolios developed using a process developed over the years we have been in this business.
We will maintain regular contact with you to make sure the plan continues to meet your objectives, that it stays in balance, and adjust it as required by changing circumstance.
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.