Investments

MC Wealth Management and Investia

The process of Investing is a complex and very personal one. At MC Wealth Management, we start with the recommendations from your Financial Plan and ensure that the investment solutions meet your stated goals and objectives. By keeping this as the central focus of all recommendations, we take the mystery out of the product choice and can be confident that your chosen investment portfolio will complement your goals, time frame and risk profile. As independent mutual fund sales agents, MC Wealth Management in conjunction with Investia Financial Services Inc. is able to offer a wide range of solutions and products to meet your investment needs.

SOLUTIONS

  • RRSPs, LIRAs, RRIFs, LIFs
  • Registered Education Savings Plans -RESP
  • Registered Disability Savings Plans – RDSP
  • Tax Free Savings Accounts –TFSA
  • Short Term Savings Accounts

PRODUCTS

  • Mutual Funds1
  • Segregated Funds2
  • High Interest Savings Accounts

1Mutual funds products are offered through Investia Financial Services Inc.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities.

2Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

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