Investment Solutions

With so many investment opportunities, let us help you determine which will best suit your goals.  
Some areas of our expertise include:


Registered Retirement Savings Accounts are the most well know way to save money for your retirement.


They are a product that allows you to deduct all of your deposits from your income today and defer your tax liability to a later date.


RRSP's are a great way to save for your future, but they are not the only way.  


We will discuss the various savings plans with you and determine the best option for your your situation.





Tax Free Savings Accounts are the newest way for Canadians to save money.  Introduced in 2009, every Canadian is entitled to contribute to TFSA's.


These accounts are very under-utilized, and they should be a big part of everyone's retirement plans.








Severance and Pensions


​​Occasionally, situations arise when you may be facing a decision on what to do with your pension.


Maybe your employer has closed, or you are moving away and you have the option to take your pension with you.  


Whatever the reason, we can help you weigh the different options and help you decide what is best for you.  

Tax Planning

As we all know, taxes are inevitable.  


We can't avoid them, but we can plan for them and help you save on them.  


Tax planning is not something just for the wealthiest of people.  Everyone can benefit from a good tax plan.  


We can help you find ways to keep more of your money in your pockets.



If you have a child, you've probably thought about the costs associated with sending them to College or University.  


The Canadian Government has developed a plan to help you pay for your child's education. By opening up an RESP, not only will you be saving for their education, but the Government will add 20% to your contributions.  


This will allow you to accumulate enough money to help your kids with the rising costs of their post secondary education. Its never to early to start.  



Estate Planning

​Essentially, Estate Planning means ensuring the proper transfer of wealth from one generation to the next.  


Making sure that everything you've worked for is left to your beneficiaries, is our main concern.


We will help you develop a plan to ensure your final wishes are followed and your estate is passed on accordingly.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

310 Queen St W, Cambridge, ON N3C 1G7

Tel:           1 519 651-2572

Toll Free:   1 866 779-6358

Fax:          1 519 651-2571