Financial services

with a personal approach

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Our Services

Mortgage Services

Residential mortgage, Pre-approval, Purchase, Renewal, Refinancing, Multi-units…

Investments

Investment solutions, Tailored Mutual fund portfolios, Registered accounts, RRSP, TFSA, RESP, RIFF…

Personal Insurance

Life insurance, Disability and critical illness insurance, Mortgage insurance…

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Aspire to a brighter financial future!

At AVIE Financial Services, our mission is to educate, guide, and assist our clients in achieving their financial dreams and goals.

As a multi-disciplined and independent financial services firm, we can offer a wide range of products, from MORTGAGES to INVESTMENTS and PERSONAL INSURANCE. We only affiliate with the best partners in our industry and reputable financial firms, such as Planiprêt/Mortgage Planners and PEAK Financial Group.

Our representatives must complete between 24 and 30 hours of professional development units (PDU) every 2 years in each of the practising areas to maintain and build their knowledge, skills, and abilities. The main subjects required are compliance, ethics and professional conduct, professional practice and financial products knowledge; other general subjects include laws, regulations, professional conduct, and fraud prevention.

With our expertise and access to the best products in the industry, we will recommend solutions tailored to your specific needs, considering all aspects of your overall financial situation and your short- and long-term goals.

We adhere to the highest standards of customer experience, ethical conduct, and confidentiality. We work with you—and for you!

A tailor-made service.

We listen to your needs.

Why choose AVIE Financial Services?

Being a multi-disciplined and independent firm allows us to offer you a range of financial services tailored to your needs. We are committed to guiding and advising you through all the stages and major events of your life. We will meet regularly to review your financial situation and ensure that you are on track to meet your goals, as they evolve over time.

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What makes us different?

We will work closely with you to understand your current financial situation, what you envision in your future, and why these objectives matter to you. Nothing will make us prouder than to see you achieve your financial dreams and goals.

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Where do I start?

There are many ways to ensure financial growth, such as reducing the cost of your debt and protecting your assets. Other options include investments, financing, budgeting, and tax strategies. We can also help you save for your children’s education, purchase life insurance, and obtain financing for your real estate investments. Start by booking an appointment with us, and we will help you decide which approach is right for you.

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