Edward Jones

Investia Financial Services Inc., located in Burlington, Ontario, is a wholly-owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a prominent provider of life and health insurance. The company specializes in offering a range of financial products and services, including mutual funds, savings, and insurance solutions tailored to meet individual client needs. Investia emphasizes the value of working with a financial advisor, highlighting that individuals who engage with advisors for 15 years or more accumulate significantly greater savings compared to those who do not seek financial advice. Through their Advisor Centre, clients can easily find mutual fund representatives in their area to guide them in making informed financial decisions. Generated from the website

Nick Benincasa, CFP, PFP, is a dedicated RBC Financial Planner based in Burlington, Ontario, specializing in personalized financial planning services. With a focus on understanding clients' unique situations, he offers tailored strategies to help individuals achieve their financial goals. Leveraging RBC's extensive resources and expertise, Nick develops and monitors customized financial plans that adapt to clients' evolving life priorities. His commitment to staying in touch ensures that clients remain on track to meet their financial objectives. Generated from the website

Compliance Support is a consultancy firm based in Burlington, ON, specializing in providing compliance solutions to businesses of all sizes. The company offers a range of services aimed at assisting organizations in meeting regulatory requirements and maintaining ethical standards in their operations. Generated from their business information