Estate Planning

  • Wills/Powers of Attorney
  • Establishing Trusts
  • Heirs and Charities
  • Insurance

Retirement Planning

  • Income Targets and Sources
  • Retirement Income Planning
  • Non-Registered Investments
  • Registered Retirment Savings Plans (RRSPs)
  • Locked In Retirement Accounts (LIRAs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Funds (LIFs)
  • Pension Maximization
  • Portfolio Construction and Asset Allocation
  • Guaranteed Investment Certificate (GIC)
  • Annuities1
  • Government Bonds
  • Mutual Funds
  • Segregated Funds
  • Tax Shelters
  • Tax Free Savings Accounts (TFSA)

Income Replacement

  • Life Insurance
  • Disability Insurance
  • Individual& Group Health Plans
  • Critical Illness Insurance
  • Long Term Care Insurance

Mortgage Financing

  • 1st, 2nd, 3rd Mortgages1
  • Homeowner Line of Credit1
  • Refinancing1


  • Education Savings Needs Analysis
  • Registered Education Savings Plan (RESP)

Ailing Parents

  • Funding Health-Care Support
  • Government Benefits
  • Powers Of Attorney
  • Asset Protection

Tax Planning

  • Tax Planning
  • Income Splitting
  • Corporate Holding Co.
  • Tax Deferral Strategies
  • Income Tax Preparation 2

Major Purchases

  • Mortgages1
  • Lines of Credit1
  • Leasing1
  • Debt Conslidation1
Frequently Asked Questions

Welcome to the Welland Thorold Road Office of Investia Financial Services Inc.. Financial Planning is a very broad and specialized field and we would like you to know that we can professionally serve you with all of the following services and financial products.

Planning Life Financially puts your life interests first and focuses on increasing your sense of financial well-being and life satisfaction.

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