If you looking for an experienced independent advisor to help propose and implement financial solutions so that you can dedicate time spent on your finances towards your family, business, travel or other passions, you have come to the right place.
I am a 27-year veteran of the financial service industry working as a representative in group savings plans and as a financial security advisor at IG Wealth Management, one of the oldest and most prolific financial planning and investment firms in Canada.
I specialize in helping professionals, business owners and retirees find solutions that are tailored to their individual financial needs. This includes ensuring their estate preservation goals are properly set up, that they are receiving tax preferred income wherever possible and that they enjoy the comfort of having some “guaranteed” investments in their portfolios.
Part of the reason is that many people aren’t sure of their savings options – they may be using registered retirement savings plans (RRSPs) for the money they take out of their corporation, but they’re not doing much with all the cash that’s inside it.
Are you confident that your financial plan will meet your retirement goals? At IG Wealth Management we go beyond RRSPs to consider all your sources of income today, and forecast your monthly income in retirement.
Whether you need Life Insurance, Disability or Critical Illness protection, we have the tools to protect you and your family from anything that life can throw at you.Read More
With over 25 years in the financial service industry, we have the knowledge and experience to help you make the right decisions for your unique circumstances. We have access to a host of traditional and non-traditional investments alike. Our specialty is business owners, professionals, retirees and clients with a minimum of $250,000 of investible assets.Read More
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I have known Howard since I was a medical resident in the University of Ottawa Faculty of Medicine. I must admit that at the time my knowledge of financial planning and investment was very poor. Amongst the things that made me commit to Howard was that he struck me as a person who was truly passionate about what he does, and that passion was displayed in how he took time to explain things and how he took care to manage me as a person. In my own career I know that if you have passion, then your job never seems like a job. That’s the kind of person I’d like to look after my finances. That was over 15 years ago. I think I’ve done pretty well with Howard. He knows when to engage and he knows when to stay in the background. As a busy physician that ability is literally as worth money in and of itself! He is realistic and honest with what you can do together, he doesn’t push you into things you are not ready for. Yet every time you meet you he has new ideas and fresh things for you to consider.
My greatest compliment to Howard is the fact that over these many years I have continued to recommend him to my friends and colleagues. I think you too will find Howard to be a clever, trustworthy, insightful, and caring financial adviser for you.
Investia Financial Services, through Mr. Howard Yancovitch, has been invaluable to my investment needs. Having been a client for more than five years, I am glad for the opportunity to say a word on his behalf. Mr. Yancovitch provides unbiased individualized advice which he tailored to my risk tolerance and long term goals. He has a proven record of knowledge of mutual funds, segregated funds and Linked Notes and has been valuable in guiding my investment choices. We have discussed the advantages of incorporation and how unique strategies such as Individual Pension Plans can be important tax saving and deferral strategies. It is easy to see how he can be a valuable ally and advisor to anyone’s investment plan and goals
Howard has been invaluable in his assistance in helping me insure my family’s security. He really takes the time to explain products such as Life Insurance, Critical Illness and Income for Life, as well as the numerous investment options that are available. He has recently discussed the new mandatory Voluntary Retirement Savings Plan for the employees in our company and is always there if I have any questions. I am happy to add that he is also a friend, who I would not hesitate to recommend to anyone
Howard has been a close personal friend for over 25 years who is of impeccable character. I value his advice and have confidently recommended him to numerous colleagues.”
I have been a client of Howard’s for more that ten years, and have found him to be honest, diligent and reliable.
He has always kept me up to date with what is happening in the markets, and put me into a “Guaranteed Income For Life Plan” before all the companies reduced the amounts they paid out.
It is a pleasure working with Howard knowing that he is always looking out for my best interests.
“Howard helped me avoid losing the guarantees on my segregated fund investment through creative thinking, saving me over $300,000. He is personable, trustworthy and takes his time to explain both the good and the bad of any potential investment. I trust him implicitly and highly recommend him”
“Before you took over my account, I felt like a small fish. I don’t anymore. Thank you.”