INDIVIDUALS
Investia Client PortalOur Services For Individuals & Families
We have all the necessary tools to assist individuals, families and business owners to become successful. Planning for financial security is the process of helping you Visualize your Destination, explore your Opportunities, understand your Progression and Reflect on your Voyage so that you can sleep at night.
INSURANCE
What’s your biggest asset? Is it your house? Your car? Your Investments?
No, your biggest asset is YOU. The money you earn, whether it’s salary or retirement income from investments, is an essential part of how you live your life.
What are you doing to protect that asset to make sure that even if things don’t go according to plan, you still live life on your terms?
MUTUAL FUNDS
Mutual Funds are a “basket” of shares, bonds and/or other investments that are managed by professional portfolio managers. They select the investments held within the mutual fund based on the set criteria for the fund. Mutual Fund investors can buy and sell almost anytime to invest or access their money.
OTHER INVESTMENTS
We offer a full selection of investment vehicles in addition to Mutual Funds. Products such as GIC’s and Segregated Funds can play an important part in some clients portfolios.
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LIFE, HEALTH & WEALTH
CURRY FINANCIAL GROUP
CONTACT US TODAY FOR MORE INFORMATION