Financial planning
Corporate Investments – Your prosperity.
You will be accompanied by our Elite team through the different investment options to allow you to understand and choose the best possible types of investments for you and your company.
Growing your money while owning a business
Unfortunately, many owners let their money sleep in their business in case of unforeseen events without knowing that they could make it grow. There are several investment diversification strategies to solve this problem.
Our team is committed to advising you clearly and precisely so that you can invest and grow your money while maintaining your peace of mind.
Different types of investments
Diversification d’investissements
Diversification of investments
There are several different financial strategies to optimize your investments, save and diversify your investments. Whether it’s with stocks, sectors or segregated or mutual funds, it’s possible to put together smart and sophisticated strategies to thrive and achieve your goals.
Profil d’investisseur et horizon de placements
Investor Profile and Investment Horizon
The first step is to discuss together to establish a detailed investor profile in order to set up a tailor-made strategy according to your tolerance, your profile and your objectives.
Once the investor profile is created, we are able to establish an investment horizon that corresponds to the length of time you plan to hold an investment.
Coordination des placements corporatifs et personnels
Coordination of corporate and personal investments
When you are an entrepreneur, we have investments for both staff and corporate, so it is essential to ensure that each of your investments is coordinated to ensure that you achieve your objectives.
Optimisation fiscale du portefeuille de placement
Tax optimization of the investment portfolio
By having several different investments and financial strategies, it can be difficult to have an overview of your portfolio and maximize it from a tax point of view.
That’s why we take care of having this overview for you and providing you with the best recommendations to reduce the tax impact as much as possible.
Start growing your money now
Schedule a call to discuss your goals and determine the best investments to get there.
Equipped to serve you well.
Investments for business – An unparalleled and personalized service .
Our team surrounds itself with experienced professionals in all relevant fields in order to enhance and diversify the services we can offer for your business investments and to all our clients.
Clear and precise advice
Reactive decision-making can be very costly in business. With over 10 years of experience in financial services, our team is able to anticipate several steps ahead and help you make effective decisions in real time in a logical and proactive way.
Global vision
Our global vision of the markets, the most in-demand sectors, your entire portfolio and your investment horizons allows us to advise you ultra-effectively to help you achieve your business objectives.
Strategic Guide
We advocate freedom of choice. It is for this reason that you will always have a clear and clear understanding of the advice offered to you. This will allow you to make the most informed and thoughtful decisions possible.
Trusted partners
Proud partner of AI Financial Group & PPI Insurance
Thanks to our large network of partners, you will be able to benefit from products that will finally meet your specific needs.
Useful links
Regulatory authorities: www.mfda.ca
Securities regulators such as: www.osc.gov.on.ca
Major financial newspapers: www.globefund.com, www.globeadvisor.com
Main financial information websites: www.reuters.com, www.bloomberg.com, www.morningstar.ca, www.fundlibrary.ca, www.ific.ca, www.ifse.ca, www.csi.ca
Financial calculators: http://www.mackenziefinancial.com/en/pub/tools/calculators/index.shtml, http://finance.yahoo.com/calculator/index, http://www.bloomberg.com/invest/calculators/index.html
Investia Customer Portal: https://client.investia.ca
Mutual funds and exempt market products
Authorized mutual funds and/or exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by representatives registered with Investia and applicable provincial regulatory authorities.
Investments in mutual funds/exempt market products may incur commissions, trailing commissions, management fees and other fees. Please read the Fund Facts or prospectus carefully before making an investment. Mutual fund investments and exempt market products are not guaranteed, their value changes frequently and past performance is not indicative of future performance.
Segregated funds
Segregated fund products are offered through Investia Financial Services Inc. and/or several general staff.
Subject to any guarantee applicable to the death benefit, any portion of the premium, or any other amount allocated to a segregated fund, is invested at the risk of the policyholder and its value may increase or decrease depending on fluctuations in the market value of the segregated fund’s assets.
