Investia Financial Services Inc.
Investia Financial Services Inc. is only licensed to sell mutual funds. All non-mutual funds related business conducted by your representative is not in his capacity as a Representative of Investia. Non-mutual funds related business includes, without limitations, advising in or selling any type of insurance product, advising or selling any type of mortgage service.
  • All services are provided through “ACME Financial Services” unless otherwise noted.
  • Mutual Fund provided through Investia Financial Services Inc.
  • Insurance provided through “AMC Brokerage - a PPI Solutions Company”
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Process

Acme Financial Services follows a 6-Step financial planning process:

  1. Your present situation: An Acme Financial Advisor will gather information about your current situation including, but not exclusive to:
    • Name
    • Age
    • Marital status
    • Employment history
    • Children's birthdates
    • Etc.
    Your Acme Financial Advisor will also gather your financial information
    • Net Worth
    • Cash flow statements
    • Investment portfolios
    • Insurance policies
    • Pension plans
    • Employee Benefit plans
    • Etc.
  2. Identify Goals and Objectives: Your Acme Financial Advisor will identify your personal and financial goals and objectives as well as their personal and financial goals and values, including:
    • Children's education
    • Relieving immediate financial pressures
    • Provide for retirement
    • Risk management
    These goals and objectives should be
    • Specific
    • Measurable
    • Realistic and Attainable
    • Time Bound
  3. Identify Problems: Your Acme Financial Advisor will identify financial obstacles to achieving your financial goals including:
    • Too little coverage
    • Too much coverage
    • High tax burden
    • Inadequate cash flow
    • Untimely investment choices

    These problems must be identified before solutions can be found.

  4. Design the Plan: Your Acme Financial Advisor provides written recommendations and alternative solutions. The length of the recommendations will vary with the complexity of your individual situation, but they will be structured to meet your needs.
  5. Implement the Plan: A financial plan is only helpful if the recommendations are put into action. Implementing the right strategy will help you reach your desired goals and objectives. Your Acme Financial Advisor will assist in either actually executing the recommendations, or in coordinating their execution with other knowledgeable professionals.
  6. Periodic Review: Your Acme Financial Advisor will provide periodic reviews and revisions of your plan to assure that your goals are achieved. Your financial situation will be re-assessed at least once a year to account for changes in your life and current economic conditions.

*Mutual Funds Disclaimer - Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. PLease read the prospectus before investing. Mutual funds are not guaranteed by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurance that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.“
Mutual funds are sold exclusively by mutual fund representatives who are 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 the entities (other than Investia) that are duly registered with the competent authorities.


*No Advice and No Warranties - This website is provided “as is” without any representations or warranties, express or implied. ACME Financial Services makes no reprsentations or warranties in relation to this website or the information and materials provided on this website. Without prejudice to the genrality of the foregoing paragraph, ACME Financial Services does not warrant that:


*Website Disclaimer - This Web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.
This Web site does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
References in this Web site to third party goods or services should not be regarded as an endorsement of these goods or services.


This Web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner of this Web site is not liable for any inaccuracies in the information provided.