Investment Planning Counsel

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 clients' savings and retirement needs. The company provides personalized advice and support to help individuals navigate key life events, ensuring their financial action plans evolve in tandem with their goals. With a focus on client-centric solutions, Investia equips its advisors with advanced technology and streamlined business processes to enhance client service. Their offerings include various investment plans such as RRSPs, TSFAs, and registered education savings plans, catering to diverse financial objectives. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Desjardins Financial Security, based in Winnipeg, MB, is a proud member of the Desjardins Group, offering a comprehensive array of financial products and services including insurance, credit cards, loans, investment opportunities, and estate management. The firm is committed to ensuring the financial wellbeing of its members and communities through guidance on personal finances and insurance needs. In addition to traditional insurance options, Desjardins Financial Security provides customized travel insurance, though it notes that cancellations due to strikes or lockouts are not covered. By focusing on the unique financial goals of individuals and businesses alike, the company has cultivated a reputation for reliability and dedication to client service. Generated from the website