Invest In Your Future With Confidence
Your dreams deserve more than wishful thinking—they need a solid investment plan. Whether you’re envisioning world travels in retirement, funding your children’s education, or simply enjoying a comfortable lifestyle, smart investing today can help you achieve your goals tomorrow.
At Assure-Cité, we know that successful investing starts with understanding your goals and risk tolerance. Carol Adamakos, Financial Security Advisor, Mutual Funds offered through Investia Financial Services Inc., will work closely with you to develop a personalized investment strategy. Her skills ensure that your plan aligns with your values, needs, and tax considerations.
Mutual Funds Solutions
Designed For Your Peace Of Mind
Navigating the world of investments can feel overwhelming—but it doesn’t have to be. At Investia Financial Services Inc., we simplify the process, helping you make informed decisions with confidence. As a trusted financial services firm, we provide access to top investment products from leading Canadian providers, including Fidelity Investments, IA Clarington, Dynamic Funds, Mackenzie Investments, CI Global Asset Management, NEI Investments, and many others.
Retirement Planning
Planning for retirement is one of the most important financial decisions you’ll make. A well-structured plan ensures that you can maintain your lifestyle, meet your goals, and enjoy peace of mind during your later years. Assure-Cité specialises in Retirement Planning by creating tailor-made investment strategies, to help you transition confidently into retirement with long-term financial security.
Responsible Investing
Your investments can reflect your values. Responsible Investing allows you to align your portfolio with environmental, social, and governance (ESG) criteria—without compromising performance. At Investia Financial Services Inc. we guide you in selecting responsible mutual fund solutions that support sustainable businesses and ethical practices, all while helping you achieve your financial objectives with purpose and impact.
Charitable Giving
Giving back can be a powerful part of your financial legacy. Strategic charitable giving allows you to support the causes you care about while benefiting from tax-efficient planning. Investia Financial Services Inc. helps you integrate philanthropy into your investment strategy—whether through donor-advised funds, gifting appreciated securities, or legacy planning—so your generosity creates lasting impact for both your loved ones and your community.
Private Investment Pools
For investors seeking a more customized and exclusive approach, Private Pools offer access to institutional-style management with greater flexibility. These professionally managed investment solutions are designed to meet sophisticated needs—providing tax efficiency, diversification, and enhanced control. Assure-Cité works with you to determine whether Private Pools align with your objectives, offering elite solutions tailored to high-net-worth individuals.
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Invest In Your Future With Confidence
Your dreams deserve more than wishful thinking—they need a solid investment plan. Whether you’re envisioning world travels in retirement, funding your children’s education, or simply enjoying a comfortable lifestyle, smart investing today can help you achieve your goals tomorrow.
At Investia Financial Services Inc. we know that successful investing starts with understanding your goals and risk tolerance. Carol Adamakos, Investment Funds Advisor will work closely with you to develop a personalized investment strategy. Her skills ensure that your plan aligns with your values, needs, and tax considerations.
Maximizing Growth, Minimizing Risk
With Carol’s careful oversight, your investments will be strategically managed to maximize returns while minimizing risks. Her deep knowledge of financial services makes her a trusted advisor in your journey toward financial freedom.
Ready To Start Your Journey?
Selecting the right investment strategy is essential for building and protecting your financial future.
We take the time to understand your unique goals and risk tolerance. We offer tailored investment solutions designed to align with your lifestyle, values, and long-term vision. With access to a broad range of high-quality mutual funds and professional portfolio manager guidance, we help you grow your wealth with confidence—so you can focus on what truly matters: your goals, your family, and your peace of mind. Start investing in your future today. Contact us to explore personalized mutual fund strategies.
Contact us today to explore your investment options.
Investment Options Tailored To You:
Guaranteed Interest Options (GIOs)
Enjoy a secure, guaranteed rate of return, helping you grow your wealth steadily over the long term.
Segregated Funds (Seg Funds)
Ideal for self-employed individuals, these insured investments protect against creditors and guarantee your deposit at maturity or death.
Registered Retirement Savings Plans (RRSPs)
Save for retirement with RRSPs and benefit from tax-deferred growth until you withdraw funds.
Registered Retirement Income Funds (RRIFs)
Convert your RRSP into a regular income stream during retirement, providing stability and flexibility.
Life Income Funds (LIFs)
Turn locked-in pension funds or RRSPs into retirement income with a Life Income Fund, giving you financial security in your retirement years.
Locked-In Retirement Accounts (LIRAs)
Safeguard your pension assets by transferring them into a locked-in RRSP for future growth.
Registered Education Savings Plans (RESPs)
Save for your child’s post-secondary education while benefiting from government grants and tax incentives.
Annuities
Create a reliable retirement income with annuities, offering flexible payment options to match your needs.
Tax-Free Savings Accounts (TFSAs)
Grow your wealth tax-free, with no tax on investment income or withdrawals, offering flexibility and financial freedom.
Invest In Your Future Now!
With a diverse range of investment options tailored to your unique goals, Investia Financial Services Inc. is here to help you invest wisely for a brighter future. Let’s turn your aspirations into a reality with a plan designed just for you.
Contact us today to explore your investment options.
