Your financial security advisors

At Finvest we believe in the importance of building strong relationships with our clients in order to better understand their aspirations and concerns. Thus, we can develop personalized solutions, focused on their financial security.

As we are all different from each other, so are the solutions we develop. Although they are different from each other, our financial strategies all have one goal: to give you peace of mind about your finances.

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OUR SERVICES

The best way to get to know yourself and develop the right financial strategy for you is through your financial planning.

Financial planning is an approach that uses an investment and insurance strategy tailored to different stages of your life. We analyze your life goals, for all stages of your life. Whether it's buying your first home, securing the future of your children or preparing for retirement, financial planning takes all of these stages in your life into account.

Financial Planning

Financial planning creates strategies that will help you achieve your life goals, all of your life.

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Retirement Planning

At Finvest, we take this reality into account by helping you plan the various stages of your retirement.

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Investments

We can provide you with the right investment product at the right time in your life.
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Tax and Estate Planning

We are able to prepare a tax strategy for you that maximizes the use of existing tax shelters.
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Business Services

We help these leaders deliver a range of benefits that will help them attract and retain key employees.

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Immovable

Buying a first home is a very important stage in anyone's life. Let us help you in your steps.

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OUR TEAM

Elio Testa
Elio TestaFinancial Security Advisor | Group Insurance and Annuity Advisor | Investment Funds Advisor with Investia Financial services Inc.
Mauro DiCesare
Mauro DiCesareFinancial Planner | Financial Security Advisor | Group Insurance and Annuity Advisor | Investment Funds Advisor with Investia Financial services Inc.
Domenic Tullo
Domenic TulloFinancial Security Advisor | Investment Funds Advisor with Investia Financial services Inc.

Are you ready to learn more about your financial situation?

Make an appointment with us today!

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Insurance products are offered through several general agents. Finvest distributes the insurance products of several insurance companies.

Guaranteed investments are offered through Investia Financial Services Inc. and / or several general agents.

Segregated fund products are offered through Investia Financial Services Inc. and / or several general agents. Subject to any guarantee applicable to the death benefit, any part of the premium, or any other sum allocated to a segregated fund, is invested at the risk of the policy holder and its value may increase or decrease according to fluctuations in value. market of the assets of the segregated fund.

Investing in a mutual fund may give rise to brokerage fees, trailing commissions, management fees and other expenses. Please read the prospectus before investing. Investments in mutual funds are not guaranteed, their values ​​fluctuate often and their past performance is not indicative of their performance in the future. Mutual funds are offered exclusively through mutual fund representatives registered with Investia Services Financiers Inc. (Investia), and Investia does not provide or distribute any advice or product other than that directly related to the sale of mutual funds. . If the representative provides or offers other advice or services, he must hold the necessary permits and deal with entities (other than Investia) duly registered with the competent authorities. Mutual fund products are offered through Investia Services Financiers Inc.