Human = Unique = You!

One of the most important aspects of our Human-Based Business approach is treating you as an individual, not a pre-set plan.

  1. Find The Individuals' Goals
  2. Create A Solution Exactly For Them
  3. Measure, Monitor, Adjust & Succeed

What Are The Chances?

What is the probability that another person has the same family set-up, location, income, tenure, debt, assets, risk awareness and tolerance, financial goals and general wealth requirements as you do? We think very, very low. Why then, attempt to class or categorize another person the same as you to offer a "package"?

An Individual, or Type A104?

Should we categorize people to plans or take this human individual, assess their requirements and criteria and create a solution specific to them? Obviously, we do not categorize. With the right analysis and planning, a human based solution - one for the individual's goals - can be created and managed. This is the way we do business, this is what we practice.

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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.

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..