Prism Financial Services
Prism Financial Services
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Bringing your dreams into focus

Bringing your dreams into focusBringing your dreams into focusBringing your dreams into focus

Investments | Insurance | Taxes

About Us

Bringing your dreams into focus

Bringing your dreams into focusBringing your dreams into focusBringing your dreams into focus

Investments | Insurance | Taxes

About Us

Who We Are

 

At Prism Financial Services we believe in a holistic view of financial advice. By providing services in investment advice, life and medical insurance, and income tax planning and preparation, we can design a personalized and consistent plan across your entire financial portfolio.


As independent advisors with Investia Financial Services Inc., we create individualized investment portfolios using the best products from numerous investment companies, free from institutional influence and bias. 

Our Mutual Fund Dealer

Mutual funds are offered through Investia Financial Services Inc.

As a subsidiary of the iA Financial Group, and the largest mutual fund dealer in Canada, Investia Financial Services Inc. offers a class leading client experience and a wide range of financial products.

Learn more

Contact Us

Contact Us

Better yet, see us in person!

It is never too early to get started on your journey. Tell us more about you, and we will help get you on your way to achieving your dreams.

Prism Financial Services

203 - 1670 North Service Road East, Oakville, Ontario, L6H 7G3.

(289) 837-4697

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  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.


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