Our Products & Services

Professionals at there best

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Products


As an independent firm, we can offer you quotes from different companies firmly established in the insurance and investment industry

 

- Guaranteed Investment CertificatE
- Investment Funds
- Segregated Funds
- Education Plans – RESP
- RRSP, LIRA, TFSA
- Annuities, RRIF, LIF
- Insurance; Life, Disability, Critical Illness, Health & Group
- Long term care insurance
- Mortgage insurance
- Travel insurance
- Partnership, Buy/Sell Insurance
 

Mutual Funds and /or Exempt Market Products

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

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.
 

Insurance

Insurance products are provided through Hollis Insurance Inc.

OR

Insurance products are provided through multiple insurance carriers.

 

Segregated funds

Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.

 

Guaranteed Investment Certificates

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carrier
 

 

 

Services


Preliminary meeting

•    We invite you to make an appointment for the first meeting without any commitment, financial or otherwise on your part.
•    You can then assess the relevance of the advice provided by one of our experts
•    If you so choose we will then guide you through the financial planning process in achieving financial independence and reaching your goals.

 


Financial Planning and Portfolio Management

•    Financial planning must be thorough and must take into account the legal, tax, financial and estate aspects of your situation.
•    By working on each of these aspects as a whole, we can maximize your situation; always in order to reach your goals.In addition, we accompany our customers at important stages of their lives.

•    As you progress through life, so does your portfolio and we’ll be there every step of the way to ensure that we are:  Building Your Financial Future Together !

 

 

 

 

 

 

Book an appointment

Our staff is available at your convenience. 

Click here for booking an appointment

Campbellton Office

About Us

Although we do provide financial planning services to individuals, we are well known for the tailored services we provide to entrepreneurs, their families and their business.

 

 

Grand Falls Office

  • 218 Broadway Blvd; Suite 203
    Grand Falls, NB E3Z 2J9
  • Phone: (506) 473-2308
    Toll free: 1(888) 475-6555
  • Email: louis@prosfinance.ca