Whether you’re just starting out or looking to optimize your existing portfolio, I’ll guide you every step of the way: from choosing the right investment strategy to staying on track through changing markets and life stages.
Learn more about the Financial Planning Standards Board: About FP Canada | FP Canada
Reduce risk by spreading your investment across a wide range of securities.
Let experienced professionals handle research, monitoring, and rebalancing of your investments based on your individual goals and investor profile.
Start investing with a relatively small amount of money and contribute regularly.
Quick access to your investment to meet your specific needs.
Mutual funds are regulated by the Canadian Securities Administrators (CSA) and must follow strict disclosure rules, so you always know what you’re invested in.
Investing is a key part of building long-term wealth, but with so many options, it can be overwhelming to know where to begin.
Direct: 236-427-3873
Cell: 604-916-5289
Office: 866-463-8972
Fax: 866-463-8972
Paulo Sergio Moulatlet, CFP
Investment Funds Advisor, Investia Financial Services Inc.
Life Insurance Advisor
404-1688 152 St Surrey,
BC V4A 4N2
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
