Marty Forsythe, AGT - Sunlife Financial

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products to meet the financial needs of its clients, including savings and retirement solutions. With a commitment to providing personalized advice, their experienced advisors help individuals navigate key life events and achieve their financial goals. In addition to traditional financial products like RRSPs, TFSAs, and RESPs, Investia emphasizes the importance of strategic planning for various life milestones, such as moving in together, starting a business, or preparing for retirement. The company prioritizes client support through advanced technology and simplified processes, ensuring that advisors can focus on delivering exceptional service. Generated from the website

Dennis Financial Inc, located in Fredericton, NB, offers personalized financial advice tailored to meet the unique needs and goals of its clients. With a focus on human-centered advice, the company emphasizes flexibility in service delivery, allowing clients to connect through in-person meetings, online consultations, or group video calls. The firm's experienced team understands the importance of communication and engagement, adapting financial plans to align with clients' preferences. By leveraging their expertise and insights, Dennis Financial aims to enhance the growth of clients' financial assets and foster long-term relationships. Generated from the website

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.