Prism Financial Services
Prism Financial Services
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    • About Us
    • Our Team
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  • About Us
  • Our Team
  • Financial Calculators

Our Philosophy

At Prism Financial Services we have built our business on creating mutual respect and trust with our clients. As a family owned office, we understand the journey that Canadians face trying to meet their financial goals.


Each individual and family is unique, with your own priorities and dreams; there is no one-size-fits-all strategy to achieve success. That is why we strongly believe in a holistic, client-centric approach. We will work with you to ensure that your financial portfolio is a reflection of who you are, building confidence and knowledge throughout the process.


It can be difficult to know who to trust with your hard earned money. At Prism Financial Services, we strive to be your trusted partner, helping to bring your dreams into focus. 


Our Services

Investments

Life Insurance

Life Insurance

We offer personalized and flexible investment solutions to help our clients meet their financial goals.

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Life Insurance

Life Insurance

Life Insurance

We can can help you ensure your families future so that they can lead the life you want should anything unfortunate occur.

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Income Taxes

Life Insurance

Income Taxes

We help our investment clients file their annual tax return, and use that expertise to create tax efficient strategies to protect your wealth.

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Our Mutual Fund Dealer

  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.


Copyright © 2025 Prism Financial Services - All Rights Reserved.

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