FirstPath

Wealth Accumulation Pyramid

Savings and retirement success is rarely achieved overnight.

Our Philosophy

Your Investment and Savings Network

FirstPath investment insurance savings retirement rrsp tfsa Ottawa Toronto Kingston Ontario financial services network

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

http://investia.ca/privacy

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated

Know your Environment

Our financial environment is constantly evolving and so must the manner in which we invest. Financial markets today offer opportunities for both value and growth to those who plan wisely. Analyzing our environment leads to prudent financial outcomes in the long term.

Know Your Client

Each client is unique and their investment strategy must align. At FirstPath, we are a fee-based advisory service operating independently of investment fund companies. We do not charge up front sales fees, our fees are fixed regardless of the investment fund selected for our clients. Acting as a fiduciary, we always ensure the clients best interest.