Life | Financial
Discover the advantages of partnering with Masters. We offer personalized wealth strategies, prioritizing life insurance, diversification and cost efficiency. Let Masters help you navigate your current finances and plan for the future.
Create Your Financial Blueprint With Masters Wealth Advisors
Investment Management
Your Way
Our Wealth Advisors guide individuals and businesses toward informed investment decisions. With transparency and personalized service, we review your current financial landscape and help you plan for the future.
Our Approach
- Integrating your savings, insurance and estate needs in a tax-efficient and cost-effective manner
- Maximizing diversification benefits
- Rebalancing and tactical analysis to drive growth and identify opportunities
- Minimizing taxes and fees
We ensure our clients are always well-informed, providing regular portfolio updates and market insights, and empowering them with the knowledge to make confident financial choices.
Life Insurance
Our Wealth Advisors incorporate life insurance strategies to help secure the future for you and your loved ones. Our focus is on ensuring your financial security at retirement and protecting your family from unexpected financial burdens. This includes assistance in covering debts, funeral expenses and other significant costs like medical bills and education fees in the event that something happens to you.
Life, Estate,
and Investments
At Masters, our purpose is clear: safeguard the hard-earned savings of both individual and corporate clients for generations to come. Whether that goal is to distribute shares, provide a consistent income to your family or manage tax liabilities, we integrate the right mix of insurance, investment products and advice to protect your estate.
As part of our comprehensive approach, we first work to understand our clients’ objectives. Then, we formulate strategies that address insurance requirements and wealth growth.
From facilitating seamless business succession plans to helping non-business owners secure sufficient funds for a comfortable retirement, our singular focus is to equip clients with the tools and knowledge needed to confidently steer their financial future.
Get in Touch
Mutual funds, approved exempt market products and/or 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 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. Investor privacy notice: https://ia.ca/privacy-policy
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