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Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Segregated Funds
Segregated fund 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.
Guaranteed Investment Certificates
Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
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
Investors should educate themselves regarding securities, taxation or exchange control legislation, which may affect them personally. 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 Internet Website 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.
Your Investia Advisor(s) is(are) an investment funds advisor(s) [and may be licensed for the sale of life insurance]. Your Investia Advisor(s) may be registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Your Investia Advisor(s) will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products may not be the business of or under the supervision of Investia Financial Services Inc. and Investia may not be liable or responsible for such activities. Please refer to your Investia statement for a listing of life insurance products which may be sold throughInvestia Financial Services Inc. under its supervision.
All non-mutual fund related business conducted by Your Investia Advisor(s) is not in the capacity of an employee or agent of Investia Financial Services Inc. Accordingly, Investia is not liable and/or responsible for any non-mutual fund related business conducted by Your Investia Advisor(s). Such non-mutual fund related business is the responsibility of your Investia Advisor(s) alone.
References in this Internet Website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the Elite Private Wealth site. Elite Private Wealth is not responsible for the information contained on these websites.
The information contained on this Internet Website is for general information purposes only and is the opinion of the owners and writers. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call Rishi Sholanki to discuss your particular circumstances.
This web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner and publisher of this Internet Website are not liable for any inaccuracies in the information provided.