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We are a financial services firm serving individuals and families in the Markham area. Please use the form below to contact our office. Our goal is to respond to all inquiries within 24 hours or sooner.

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How We Help

Established Family

Protecting Your Family

Your Investments

About Us

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

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

Financial Strategy
Financial Strategy
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.