Compare the Options for Mortgage Insurance

When taking out a mortgage with a lending institution it’s wise (and often required), to cover off that debt with a life insurance policy.  But not all coverage options are created equal so it’s definitely worth comparing the available choices. The two main options available to you are mortgage insurance provided through the lender and […]

What’s Your Risk Capacity and Your Risk Tolerance?

When deciding how to invest your money, it’s important to assess your tolerance for risk and your capacity for risk.  It will be different for everyone but the components to consider are fairly universal. Risk capacity is more about the objective side of investing – it’s the amount of risk you’re financially able to take […]

Online Access to Your Investments

Investia Client Portal If you haven’t signed up for the Investia Client Portal yet, we encourage you to do so.  The Client Portal offers a simple and convenient way for you to view your investment portfolio and personal profile anytime, anywhere. Your portal provides: An intuitive interface Mobile friendly access Up-to-date financial information at your […]