1
ENOUGH Wealth Advisory - The Strategy
This is where we work together. I am your main point of contact, the one who understands your goals and builds your custom financial roadmap. Being independent means I work for you, not a bank.
2
INVESTIA Financial Services Inc. - Mutual Funds Dealer
I chose Investia to “host” your investment accounts because they are Canada’s largest independent dealer. They don’t force me to sell specific products which gives me the freedom to use a wide investment product shelf to find what actually fits best for you. Investia handles processing the trades, sending your tax receipts and keeps your online portal running smoothly.
A note on Regulatory Oversight: Investia is a member of the Canadian Investment Regulatory Organization (CIRO), which ensures high standards of professional conduct and compliance across the industry.
A note on Asset Protection: Your accounts at Investia are covered by the Canadian Investor Protection Fund (CIPF) - this protects you in the unlikely event of the firm’s insolvency.
3
iA FINANCIAL GROUP - The Financial Foundation
Investia is part of the iA Financial Group family - a massive institution that’s been around since 1892 (no, that’s not a typo). I chose this partnership because it pairs a century-old history of financial strength with sophisticated, modern systems.