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: February 10, 2020
A recent media headline marveled at how far TFSAs have come and how they are catching up to RRSPs as a preferred investment vehicle for Canadians. Often however, this choice is made at the expense of contributions to an RRSP.
Posted on: February 10, 2020
There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular monthly deposits, borrowing to make RRSP contributions and making contributions at the beginning of the year instead of the end of the year. Here are some strategies that may get...
Posted on: February 10, 2020
Wealth transfer can be a complex process for most families but especially wealthy ones. The range of issues involved can include family values, objectives and relationships; business continuity; investment strategy and insurance, taxes and ownership structures, amongst others. At the same time...

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...