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Investia WealthView - Client Account Access & Secure Portal


Est. 2010

Focused On Your Financial and Investment GOALS

Experienced Financial, Investment & Insurance Advice On Your Side

CONTACT ME

HANDS ON

Dedicated to Exceeding Client Service Expectations and Success

SOLUTION PROVIDER

True Independant Investment & Financial Advice 

TRUST WORTHY

+20 Years of Industry Experience with some of Canada's Best Asset Managers

COMMITTED

Client and Advisor "Team" Approach 

The Right Strategies For You & Your Family

Independancy allows for true tailored and non bias investment advice for indiviudals, families and small business'.  Using the "know your client" process - risk, objectives and time horizons for every investment & financial goal are contstantly monitored to ensure plans stay on track and are managed accordingly.  

James L. Bennett 

Owner, JLBennett Financial I Investia Financial Services Inc.

Financial Advisor & Insurance Advisor

LOCATIONS


Main Branch:

C9 - 80 Birmingham Street

Etobicoke, ON., M8V 3W6


Downtown:

North Side, 4th Floor

340 King Street East

 Toronto, ON., M5A 1K8

PHONE , FAX & EMAIL 


Phone: 416-543-1665

Toll Free Fax​: 1-855-357-2994

Email:  j[email protected]