Our Services and ProcessMFS ServicesIndependent planning solutions focused on your goals.

The Process

Want to turn vague retirement plans into concrete reality?

Want to transform each dollar you put away today into valuable savings for your children’s education?

Are you wondering “How can I still provide for my loved ones when I get injured or have an illness?”

Are you an employer who wants to encourage and support retirement savings and the financial well-being of your employees?


Personal Financial Planning

Our team of Certified Financial Planners work for you, and with you, to:

  • Create a financial plan
  • Put the plan in place
  • Monitor and manage the plan, and reduce your risk

We also help you prepare for the tough issues that arise, such as:

  • Disability, critical illness
  • End of a relationship
  • Caring for aging parents or a child with an illness

Caring for your finances is a privilege. We listen with respect, and offer:

  • When you call, you will speak to a person, not a robot. Serving you is an honour. Every member of our team knows this and will treat you with the utmost respect and privacy.
  • Meetings in person (at your home, office etc.) or remote meetings, and accommodating evening and weekend schedules.
  • We perform due diligence on money managers, investment funds, and insurance products.
  • We provide clients unbiased access to investments and insurance companies in Canada because we work only for our clients, not a bank or investment company.
  • Helping our clients stay current as markets, laws and family circumstances change.

Most bank and financial advisors charge the same fees through managing investments and providing insurance, no matter the service they give. We’re different.

At MFS, for those same fees, we deliver unparalleled wealth of experience, foster lasting relationships that extend beyond products, and offer caring and impactful solutions so that you feel confident in your financial decisions.


Employers’ Group Savings and Benefits Plans

To empower your employees in their financial well-being, we help you develop and manage retirement savings and group insurance benefit plans.

We tailor your plan based on industry benchmarking research so you can offer the most competitive options available. You and your employees can count on us for:

  • Personal financial planning advice for each employee throughout the year
  • Regular information session, lunch and learns for employees
  • Group RRSPs, Registered Pension Plans
  • Group insurance benefit services, including advocating for employees
  • Annual reviews with insurers to keep your plan costs down
  • Guidance when employees leave the firm.

Bottom line: Our services help you attract new staff and keep existing staff happy.

Why is this so needed?

Read: Half of Canadians spending all or more of their paycheques

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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