What are your dreams for the future? When would you like to retire? Do you want to help fund your children’s education? How about a vacation property? With the right financial plan in place you can build the future you want.
Our WealthPlan is a customized financial plan designed with attainable targets and goals based on your future hopes and dreams. Our advisors gain a complete understanding of your current financial situation and your future goals before developing strategies and creating your personalized plan.
A Growth WealthPlan is created for clients who are purchasing a new home, saving for vacations or other large expenses, reducing debt or assisting with children’s education.
A Retirement WealthPlan is for clients who are focused on paying off their mortgage faster, retirement and security, buying a vacation home or helping their children purchase a home.
A Legacy WealthPlan allows clients to conserve their estate assets, monetize and extend the value of their nest egg, maximize tax savings and make estate transfer simple and efficient.
Whether your priority is assisting children with post-secondary education, planning for retirement or passing on wealth to the next generation, your WealthPlan is as unique as you and the future you want to build.
*Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.