385 Cedar Avenue PO Box 2410, 100 Mile House, BC V0K 2E0View on Map »

It's your money... and your peace of mind. We understand that.

Our office has been providing Financial Planning Services and products to help people achieve financial independence for 19 years.

With over 100 years of combined experience in the Financial Planning Industry, we are qualified to fulfill this objective for our clients.

Through Investia Financial Services Inc., we have access to all major Mutual Fund Companies in Canada, who provide products such as RRSP's, TFSA's, RESP's, and more.

In addition, we have access to GIC's, Term Deposits, Savings accounts through Financial institutions.

We have access to Canada's top insurance companies which provide life, disability, critical illness and guaranteed investment products.

It is our sincere hope that you find our approach refreshing and that we may have the opportunity to be of service to you, your family, and your business.

Sincerely,

Judy, Dave, Apryl, Chrissy

Recent Articles

Posted on: November 9, 2020
Money has long been the number one stressor for many Canadians, and there's no doubt that COVID has magnified this reality. It has upended jobs, security, health and financial stability for people across the country. Millions of Canadians are struggling to cover their bills. In March of 2020, 49%...
Posted on: November 9, 2020
Buying a house is usually the most significant investment decision anyone ever makes. Owning a house also tends to have an outsized impact on a person's overall financial strategy during their lifetime. Buying wisely and choosing the right debt strategy can get you mortgage-free faster. By just...
Posted on: November 9, 2020
A job change is no longer just about higher pay or a better title. It can also be about achieving a healthier life balance or simply trying something new. In many cases, a new job includes relocating to a new community. A new opportunity can be very exciting, but even the most positive change comes...

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...