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. )

 

Contact

By appointment

Address:

14 Silver St
Bowmanville, L1C 3C3
Canada

Email:

Phone:

905-718-0559

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.