Upper Water

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products designed to meet diverse savings and retirement needs. Their dedicated advisors provide expertise and customized solutions to help clients navigate key life events and achieve financial goals. With a focus on personalized financial planning, Investia supports its clients through various products, including tax-free savings accounts and registered education savings plans. The firm emphasizes the importance of evolving action plans as circumstances change, ensuring that clients are well-equipped to make informed financial decisions throughout their lives. Generated from the website

Investia Financial Services, a subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products and services tailored to meet your savings and retirement requirements. Their team of advisors is dedicated to ensuring your financial action plan adapts to changes in your life, providing expertise and customized solutions to help you achieve your financial objectives. With a commitment to assisting you in realizing your financial goals, Investia provides a diverse array of products and services, including RRSPs, TFSAs, RESPs, and various other investment plans. Whether you are moving in with a partner, starting a family, purchasing a home, or planning for retirement, Investia offers guidance on key life events to help you make informed decisions and secure your financial future. By staying informed with economic news through their podcast and benefitting from their user-friendly app for investment tracking, Investia aims to empower you to take control of your financial well-being. Their focus on supporting advisors with cutting-edge technology and streamlined processes underscores their commitment to prioritizing client relationships and ensuring exceptional service. Generated from the website content

Worldsource Financial Management is a well-established financial services firm based in Edmonton, AB. Specializing in wealth management and investment advisory services, the company assists clients in achieving their financial goals through personalized strategies. With a team of experienced professionals, Worldsource Financial Management offers comprehensive financial planning solutions tailored to each individual's unique needs and objectives. Clients can expect transparent guidance and support in navigating the complexities of the financial landscape. Generated from their business information