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Investia WealthView - Client Account Access & Secure Portal


Est. 2010

RRSP, RRIF, LIF & LIRA

Advice & management for all types of Registered Retirement Plans.

Life Insurance


Term, Whole Life and Unniversal Life Insurance options from some of the top carriers in Canada.   

TFSA


Advice & management for TFSA's. A TFSA is a valuable tax efficient plan. 

RESP & RDSP


Advice and management of Registered Educational Savings Plans and Registered Disability Savings Plans along with all of their various government grant programs.  

Investment Accounts


Advice and management of Investment Accounts (also called non-registered or "open" plans).  These plans are fully taxable.

Segregated Funds 


Advice and management of Segregated Fund Accounts. These plans offer special insurance based gurantee features.

Mutual funds, approved exempt market products and/or exchange traded 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.


Insurance products are provided through PPI Management

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© 2023 JLBennett Financial

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