There is almost always someone in the office between Monday to Friday, 9am to 4pm. However, the fast-changing nature of the pandemic sometimes results in all of us working from home. We kindly ask that if you plan to come to the office, especially if you do not have an appointment, to please check in… Read More
The You First Blog
We are pleased to introduce the Investia app, a brand new application that lets you navigate through the Wealthview Client Portal directly from your mobile device. With the Investia app, you can access your account information easily and free of charge. Ready to use the new app? Simply follow these steps: Register on the Wealthview Client… Read More
Please be aware that as of July 1, 2021, our office’s main number is 604-682-1847. Our toll-free number – 1-877-688-2199 – is unchanged at this time. Our previous office number – 604-878-0702 – is no longer in operation. Please let us know if you have any questions about this change.
By most definitions, markets are up right now. A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More
New Investia Mobile Client App We are pleased to introduce the Investia app, a brand new application that lets you navigate through the Wealthview Client Portal directly from your mobile device. With the Investia app, you can access your account information easily and free of charge. Ready to use the new app? Simply follow these steps: Register… Read More
Please be aware that effective 2021, our office’s new main number will be 604-682-1847. Note that the toll-free number – 1-877-688-2199 – will be unchanged at this time. Please let us know if you have any questions or concerns about this change. Weekly Update – By The Numbers North America Friday Close Weekly Change… Read More