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The Test

Once a plan has been established, you need full confidence in the ethics and principals by which your financial partner acts.

We set-out our policies and principals and follow the 4-Way Test. We are so committed to this, we have an entire website on the subject.

The Test

The solution and process is, as we have explained, human based, but the action of the plan and the way we do business is just as important.

With a great solution comes the requirement for it to be implemented in an ethical manner. In-keeping with this, the 4-Way Test embodies those ethical principals which we hold at the core of our business. This is so important to us that we have created a website dedicated to it.

Please go to our site www.4waytest.ca to see how we first communicate, then uphold to our 4-way test of acting ethically, namely:

  1. Is it the TRUTH?
  2. Is it FAIR to All Concerned?
  3. Will it Build GOODWILL and Better Friendships?
  4. Will it Be BENEFICIAL to All Concerned?

Want More Info?

Email us for more on our philosophies, services and practices today

 

Or Visit our main website RomanGroch.ca

1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc.