Mutual funds are offered via Investia Financial Services Inc. (Investia). All non-mutual fund related business conducted by your Representative is not in his/her capacity as an Investia Representative. Non-mutual funds related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, Investia is not liable and/or responsible for any non-mutual fund related business conducted by your Representative and non-mutual fund related business is the responsibility of your Representative alone.
Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual Fund securities are not covered by the Canada Deposit Insurance Corporation (CDIC) or any other government deposit insurer. Please read the fund prospectus carefully and seek professional advice before investing. Commisions, trailing commisions, management fees and expenses may be associated with mutual fund investments. There can be no assurances that the full amount of your investment in the fund will be returned to you.
Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amounts that
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Copyright © 2018. Mutual fund products offered through Investia Financial Services Inc. Insurance products offered through Customplan Financial Advisors Inc. & Peak Insurance Services. Financial Planning offered through third party CFP licenced professionals. All Rights Reserved.