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How We Help

About Us

We serve individuals, families and businesses in the Waterloo area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Financial Planning
Financial Planning
Retirement Planning
Retirement Planning
Estate Planning
Estate Planning
Tax Planning
Tax Planning
Portfolio Analysis
Portfolio Analysis
Insurance Analysis
Insurance Analysis

Contact

Free Consultation

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Moving in Together

Buying a Home

Having a Child

Saving for a Project

Starting a Business

Planning Your Retirement

IA Financial Group