Killam Agency "Your Financial Planning Centre" / Investia - 506-633-5944

Do you have a Financial Plan? Do you know where you are going financially? Call us to discuss how to achieve your dreams and goals!

Independent Financial Planning Company for individuals, families and small companies.

We help our clients with their long term financial goals. We help them determine what their goals are and then put a plan in place to achieve those goals. We are an independent firm, and search the market place for the right products for the client. Some of the producst we use include investments, such as mutual funds and segregated funds; insurance, such as life, disability, health, travel, critical illness, and long term care. We use vehicles such as RRSP, RESP, RRIF, TFSA, LIF, LIRA, RDSP, etc, in order to minimize taxes. These are just some of the areas we help our clients.

**Disclaimers

Mutual funds products are offered through Investia Financial Services Inc.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through National Financial Insurance Agency Inc.

Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Tags: Investing Service,Financial Planner,Insurance Broker

Address & Contact

Street:
94 Prince William St, Suite 401
City:
Saint John
State:
NB
Phone:
506-633-5944
Website:
http://www.mcsj.biz
Category:
Investing Service

Map & Directions

Join on Facebook