Whether you are new to mutual funds and considering the best approach for your investment or a long-time mutual fund owner we believe the advice of an experienced mutual fund manager can help you reach your goals as an investor.

 

Inexperienced investors can count on us to explain the many mutual fund options available and create a long-term plan that will ensure the growth from your investment and the flexibility you will need for investments like buying your first home or having assets ready to pursue opportunities that may arise.

 

Experienced mutual fund owners can count on us to review your current investment and optimize your mutual funds for efficient growth. It's not enough to have mutual funds if they're not working for you. We will make sure your investments are getting the returns you expect.

 

Paul Crema has over 20 years experience in comprehensive financial planning. His designations include:

  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (CH.F.C)
  • Chartered Life Underwriter (CLU)
 

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

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.

 

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 (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

Mutual fund portfolio management