Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Strategic Wealth Planning is a separate legal entity, unrelated to Investia Financial Services Inc. and is not a Mutual Fund Dealer.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.


Investors should inform themselves regarding securities, taxation or exchange control legislation, which may affect them personally.


This website 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 and appropriate professional regarding your particular circumstances.


This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person wo whom it is unlawful to make such offer or solicitation.


References in this website to third party goods or services should not be regarded as an endorsement of these goods or services.


This website is intended for Canadian residents only and the information contained herein is subject to change without notice.


The owner of this website is not liable for any inaccuracies in the information provided.