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Blog Posts

  • July 18, 2023

    The number one reason why your portfolio returns suck. Tax drag

  • July 18, 2023

    The most important FINANCIAL planning you should do before you sell your business in Canada – get it ready for selling by purifying it

  • July 18, 2023

    Selling Your Business? 5 ways to increase its value

  • Secure Your Business and Maximize Your After-Tax Profits with Whole Life Insurance as a Canadian Small Business Owner

  • What is an Evidence based approach to Investing?

  • Passive income – BAD for a Canadian Small business owner

  • July 17, 2023

    Is this the biggest mistake a business owner can make with their investments?

  • June 20, 2023

    Business Owners – Getting ready to sell the business

  • January 30, 2023

    Best financial planner in St Catharines, Ontario

About Us

We serve individuals, families and business in the St. Catharines area.

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

Retirement Planning

Estate Planning

Insurance Analysis

Investment Management

Group  Benefits

We are never satisfied until you are.

Contact Us

271 Merritt Street
Unit #3
St. Catharines, ON L2T 1K1

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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.

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