Our goal at Investia Peterborough has always been to provide our clients with the tools to achieve financial independence. At Investia Peterborough, we are free to choose the financial services and products that best meet our clients' needs. Investia Peterborough is a growing company of dedicated professionals providing financial services and advice to individuals, families and businesses in the Canadian marketplace.
Our team of professionals is committed to helping our clients build, manage and protect their wealth. We differentiate ourselves by building strong relationships with our clients, by truly caring about what they want to achieve and helping them succeed by providing professional, objective advice, products and services tailored to their lifestyle needs.
Our team of professionals is committed to helping our clients build, manage and protect their wealth. We differentiate ourselves by building strong relationships with our clients, by truly caring about what they want to achieve and helping them succeed by providing professional, objective advice, products and services tailored to their lifestyle needs.
Services
As a Trent University Dean's List graduate in Business Administration Honours and Economics programs, Jason entered the investment industry with Investia Peterborough in 1998. While attending University fulltime, Jason established a sporting good retail operation which received national acclaim. Jason was the 1998 CIBC's "National Entrepreneur of the Year".
Estate planning is a strategy, and a process, that ensures the orderly transfer of your assets, in the event of your death or incapacity, at the smallest financial and emotional cost to you and your family. A properly structured estate plan allows you to choose your beneficiaries, maximize your assets and minimize your taxes and costs.
Planning for your retirement is essential. You don't want to leave something as important as your retirement to chance. The best way to predict your future is to create it! While you probably won't be as concerned with retirement planning in your twenties as you will be in your forties or fifties, it is never too early to start.
This is an increase from the annual contribution limit of $5,000 for 2009 through 2012 and reflects indexation to inflation. Contributions to a TFSA will not be deductible for income tax purposes but investment income, including capital gains, earned in a TFSA will not be taxed, even when withdrawn.
While a bank only offers the products from their particular institution, licensed mortgage professionals send millions of dollars in mortgage business each year to Canada's largest banks, credit unions, trust companies, and financial institutions; offering their clients more choice, and access to hundreds of mortgage products!
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