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A great new opportunity

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November 10, 2008

The Tax-Free Savings Account (TFSA) was introduced in the February 2008 Federal Budget and will be available January 1, 2009. It is touted by the Government of Canada as ‘the …

Guaranteed Minimum Withdrawal Benefit

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November 10, 2008

Roger and Linda are approaching their retirement. With continuing volatility in the markets, they are concerned about what effect a market downturn in the few years leading up to or …

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We serve individuals, families and businesses in the Nelson area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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Mutual 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.
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