Independent Advice:

We’re not on our own, we’re part of the Investia Financial Services Inc. family. We have tremendous support and resources. And we have a branch manager. And a compliance officer. In fact, every transaction we make on behalf of our clients is reviewed to make sure we’ve met our client’s risk suitability and investment objectives. T’s are crossed and I’s are dotted.

We don’t have pressure to find new clients or growth targets of any kind. We’re free to devote our time and focus to working with our existing clients. We aren’t required to recommend proprietary products to our clients. Being able to offer independent advice is very important because it allows us to find and invest with the best money managers available in the country.