As representatives in mutual funds and exempt markets (Flavio), Flavio and I are regulated by l’Autorité des Marchés Financiers and la Chambre de Sécurité Financière.

Our goal is to create a relationship of trust with each of our clients and advise them in personal financial services, to help them achieve their goals and ultimately financial security.

So, what can you expect when you decide to work with us?

We begin each meeting with new clients with an analysis of their complete financial needs. To fully understand your investor’s profile, it is important to have a global view of your affairs and therefore we ask you a few questions that allow us to better define you, among others:

• What is your investment knowledge?
• What aspect of your current life is most dear to you?
• What new skills would you like to acquire?
• Who would you like to spend more time with?
• Where would you like to spend it?

Then we talk about objectives: short, medium, and long-term. When we execute an investment plan, analyzing your financial goals allows us to put in place an investment horizon and risk tolerance that is most appropriate for your needs. It is these values that allows us to build your portfolio and distinguish which types of financial products are most appropriate for you. Other types of questions help us distinguish it, for example:

• What will your retirement look like?
• When do you plan to take it?
•  How much will it cost you to finance your retirement?

These types of questions will also help you verbalize your financial needs, desires, and goals. It is important to keep in mind that retirement and financial security can mean different things, depending on the individual.

Finally, once this financial needs’ analysis is completed, we present it to you by offering you our explanations and our results corresponding to the information collected.

We sincerely believe that listening is an indispensable value in our field. Flavio and I offer our clients a continuity of services throughout their financial journey. We listen to your needs while establishing follow-up meetings according to your different life stages (change of goals or net worth, marital status, birth of a child, death, estate, business, etc.).

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This video was designed and produced by Flavio and Violetta Vani, an Investment Funds Advisor with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated