Website Disclaimers

Mutual Funds


Mutual funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds 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 funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance


Insurance products are provided through multiple insurance carriers.

Seg funds


Segregated fund products are offered through [name of your MGA] 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.

GICs


Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

INFORMATION

WIN Financial
149 Main Street South
Mount Forest, ON
N0G 2L0
Office: 519-323-1140
Cell: 519-323-6195
Fax: 519-323-1092
steve@winfinancial.com

HOURS

Monday - Friday
09:00 AM - 05:00 PM
Saturday - Sunday
Closed

SOCIAL

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.