Your financial needs and priorities are always changing throughout your life. Whether you’re just starting out and learning to invest, saving for your future, thinking about retirement, or already retired, it’s important to understand all the options available to you and actively plan ahead to reach your goals.
The Boulos Financial group provides you with a variety of comprehensive investment solutions that can help you enjoy today while preparing for tomorrow. From long-term growth, capital preservation, to a sustainable income stream in retirement, our investment solutions allow you to create an investment portfolio that is as unique as you are. Explore the Investment sections to learn more, then contact your advisor to talk about how our solutions can help.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Insurance products are provided through Boulos Financial Group.
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.
