howard.yancovitch@investia.ca
514-992-9627
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Welcome to
Howard
Yancovitch
Investia Financial Services Inc.

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Attention Business Owners,
Incorporated Professionals, and Accountants!
…To help you make informed financial decisions, we offer free seminars on key financial topics
You Are Invited
To one of two Exclusive Dinner
Monday, April 30, 2018 & Tuesday May 1,2018 at 6:30 PM
40 Westt Steakhouse
2305 Trans-Canada Hwy, Point-Claire, QC H9R 5Z5

The presentation will feature financial security advisor and mutual fund representative Howard Yancovitch, of Investia Finanical Services Inc., and David Bouskill, VP Slaes at IA Clarington Investments.

AGENDA

  • 6:00 PM – 6:30 PM – Arrival
  • 6:30 PM – 7:30 PM – Dinners and Presentations
  • 7:30 PM – 8:00 PM – Questions and Answers


PRESENTATION

  • How to Protect your Retirement in these Volatile Times
  • The value that Segregated Funds can add to your estate
  • Socially Responsible Investing
  • Changes regarding "Passive Income" in your Corporation

Business owners today know that things are more difficult than they have been in a long time. Canadians are facing record levels of debt. Technology has changed the way we operate traditional businesses. Volatility has returned to the stock markets. The confidence of financial investors seems to fluctuate with the day. Low interest rates cause many pensioners to encroach on their capital. Finally, it is difficult to attract and retain competent employees and keep the company’s morale high.

Fortunately, solutions exist.
Contact us for information regarding our seminars!

Insurance

Whether it’s Life, Health or Disability Insurance you’re looking for, we’ll make sure you and your loved ones are cared for financially. Talk to us about your insurance needs, or about protecting yourself and your family from a Critical Illness-today.

Investment Products

We offer a wide range of investment products to help you achieve your goals. This includes IPP’s, CRA’s, RRSP’s, Guaranteed Investments, “Income for Life,” Mutual Funds, Segregated Funds, TFSA’s, etc. Let us show you what we can do for you.

Individual Pension Plans

What many incorporated professionals don’t know is that being incorporated can provide for both you and your spouse’s retirement (with company dollars). Furthermore, it may permit a significantly higher contribution amount than a regular RRSP. Let us show you how!

Market Updates

Have a look at my blog where I post interesting articles focusing on investments, the market, insurance products, and many strategies that can help you get the most out of your investments and insurance plans.

What we can do for you

Insurance

Investments

Investment Counselling

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.

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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.

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Have a look back every month to see what you can learn. Subscribe to the blog, follow the recommendations and let us prove ourself to you!

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150+
Happy Clients
$30
Million under
Management
6000
Cups Of Coffee

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