Solutions for your future needs.

Book a meeting


(613) 736-8686

Lifestyle Planning

Back to Essential Planning

To every life season plan for change

To every life season plan for change

Read more

Article Licenses: DL | enews-library | unknown
Advisor Licenses:

How can I find more cash to invest?

How can I find more cash to invest?

Read more

Article Licenses: CA | DL | unknown | unknown
Advisor Licenses:

How do I make financial agreements with my fiscal partner?

How do I make financial agreements with my fiscal partner?

Read more

Article Licenses: CA | DL | unknown | unknown | unknown
Advisor Licenses:

When is the best time to sell or buy a new home?

When is the best time to sell or buy a new home?

Read more

Article Licenses: unknown
Advisor Licenses:

How can I assess the expense of leasing or buying a car?

How can I assess the expense of leasing or buying a car?

Read more

Article Licenses: CA | unknown | unknown
Advisor Licenses:

Plan to anticipate changing circumstances

Plan to anticipate changing circumstances

Read more

Article Licenses: DL | unknown
Advisor Licenses:

 

Publisher's Copyright & Legal Use Disclaimer

All articles are a legal copyright of Adviceon®Media.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

Mutual Funds and/or Segregated Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.

 

DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through PPI Management Inc.

A A