Mastering the Financial Fundamentals

Welcome to our video series:
“Mastering the Financial Fundamentals”!

Click on the video links below to learn about the importance of the fundamentals of finance in your life.

As always, if you would like to know more about these topics in greater detail, please let us know!

Transfers of Wealth

Owning a Home

The Club vs The Swing

Scorecard

Your Circle of Wealth

War Between Current & Future

Zero Financial Line

Lifestyle Regulator

Pay Cash or Finance

Toughest Financial Questions

Retirement Ready or Not

Opportunity Cost

Spender Saver Wealth Creator

Luck Factor

Fidelity Tax-Smart Solutions™

About Us

We serve individuals, families and businesses in the Rothesay area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

Our Dealership

Mutual 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.

Connect with us

Disclaimer Privacy Policy