To work in partnership with Individuals, Families and Businesses Protecting, Planning & Positioning insurance products and investments vehicles tailored to their immediate and long-term needs.
We will work hard for you to position these products through our resources and Top Canadian Life Insurers in the marketplace, along with great service, integrity & honesty.
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.
Insurance Advisor, PPI Management Inc.
Senior Financial Advisor, Investia Financial Services Inc.
Unit 7-5350 Canotek Rd. Ottawa, ON K1J 9C9
Phone: (613) 736-8686
Fax: (613) 736-4022