Est. 2010
Focused On Your Financial and Investment GOALS
Focused On Your Financial and Investment GOALS
Experienced Financial, Investment & Insurance Advice On Your Side
HANDS ON
HANDS ON
Dedicated to Exceeding Client Service Expectations and Success
SOLUTION PROVIDER
SOLUTION PROVIDER
True Independant Investment & Financial Advice
TRUST WORTHY
TRUST WORTHY
+20 Years of Industry Experience with some of Canada's Best Asset Managers
COMMITTED
COMMITTED
Client and Advisor "Team" Approach
The Right Strategies For You & Your Family
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
James L. Bennett
Owner, JLBennett Financial I Investia Financial Services Inc.
Financial Advisor & Insurance Advisor