Investment Funds Advisor – Investia Financial Services Inc.
Arron Appleton is an independent investment funds advisor sponsored by Investia Financial Services Inc. (the dealership). He has worked within the investment and insurance community since 1998. Well respected by peers, existing clients and industry participants. Arron made the transition to an independent advisor back in 2004.
He currently works with approximately 240 clients and manages mutual fund and insurance assets in excess of $35,000,000.00.
Arron can assist a client with such services as: saving/investing for their first home, tax free saving/investing, proactively preparing for retirement, employee pension transfers, education savings/investing, tax savings strategies, triggering retirement income, or possibly finding you or a loved one “cash flow” per month otherwise thought unavailable.
Individuals, families or small business owners who work with an independent advisor can feel confident in the fact they are working with someone giving unbiased advice and with a focus solely in the clients best interest. Independent advisors have access to a wide variety of investment and insurance related products available for sale in Canada with many different financial institutions (including some of our major Canadian banks). Any/all products must be approved for sale by the sponsoring dealership.
Build a long-lasting relationship today with an independent advisor like Arron who will take the time to get to know you, work with you on a routine basis, understand your goals and objectives without a hidden agenda.
Our core values: INTEGRITY, TRUST, LOYALTY, SECURITY – all of this while providing the best in SERVICE to you and your family.
“I find it very important to have a happy balance between work and family. In my spare time, I enjoy working around my house, spending time with family and friends, outdoor activities, holidays in California and spending time on the water. I’m a big believer that “quality of life” is more important than keeping up appearances.”
“Be thankful for what you do have rather than what you do not. Don’t ever take things for granted or they will/could eventually be taken away. We are not on this earth forever but while we are try to treat people and the environment the way you would want to be treated – “respectfully”.” – Arron Appleton
