Wealth Management Services
Adrian Short CPA, CGA, CFP
Chartered Professional Accountant
Certified Financial Planner
An Integrated Approach
Investing - Tax - Advice
( Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. )
14 Silver St
Bowmanville, L1C 3C3
Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exchange traded funds 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 funds/exchange traded funds products investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.