A team is stronger than the sum of its parts, so we work with a strong network of partners to give you stellar advice and provide access to a vast range of financial products. We work with the strategic partners in the list below.
Investia Financial Services is our mutual fund dealer. Through their service, we are able to provide a complete range of investment products to grow your assets.
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.
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.
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
Important information about any mutual fund is contained in its prospectus. Read your prospectus carefully before investing. The information contained within this website is not intended to solicit mutual fund sales. Materials and information included within this website is intended exclusively for information purposes only. Past performance of mutual funds or of any methods used to increase performance of mutual funds are no guarantee of future results.
Specifically, investors who may wish to utilize any information provided within this website for their own investment purposes do so at their own risk. Specifically, investors utilizing any information from this website, accept that they are making their own decisions, and agree to accept responsibility of their actions and decisions, and by doing so indemnify John Smart or employees or associates of Smart Investments, and all associated parties, including Investia Financial Services Inc., for any of the results that might occur from using this information, or from any trading activity. At no time may the speed of trades or processing be guaranteed. Fund unit values and investment returns will fluctuate over time.
The information in this communication is subject to change without notice. Investia Financial Services Inc. and John Smart will not be held liable for any inaccuracies in the information not maintained by Investia Financial Services Inc. and John Smart, such as linked sites. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in British Columbia, Alberta, Ontario or Quebec should consult with their financial consultant or mutual funds consultant to determine if these securities may be lawfully sold in their jurisdiction.