|
| |
Like a roadmap or a compass, a financial
plan will give you the direction and the guidance you need to get you where
you want to be.
Now is the time to begin. We provide expert financial advice to more and more
Canadians, making it easier for them to plan for a secure future. Whatever
your stage in life, we can help you identify where you want to go and how to
get there.
Our Success
In 1996, Theresa Wever began operating
in Prescott and Russell Counties under the Money Concepts name, in Embrun. On
September 1999, a second office opened in Vankleek Hill and in September 2000,
the Embrun office moved into a more spacious office in Russell. Since the
beginning, we have grown from a staff of one to a full service office staff of
four. In 2013, we changed our name to Wever Financial where we still offer the
same great services.
About Investia Financial
Services Inc.
Member of the Industrial Alliance Group, Investia
Financial Services Inc. is in operation since 1999. Our financial services firm
offers a range of products and services associated with the distribution of
investment funds and segregated funds.
Our products:
Investia offers the majority of the mutual funds available
in Canada to fulfil the savings and retirement needs of individuals.
Our scope:
The Investia head office is based in Quebec City, Quebec.
Located across Canada, Investia has offices in in British Columbia, Alberta,
Ontario, Quebec and Nova Scotia. Investia is represented by a network of 1 000
representatives.
Assets under administration:
$10 billion (as of March 31, 2011)
Our family:
Investia is a wholly owned subsidiary of Industrial
Alliance Insurance and Financial Services Inc., a life and health insurance
company whose origins date back to 1892. Industrial Alliance offers, either
directly or through its subsidiaries, a wide range of life and health insurance
products, savings and retirement plans, RRSPs, mutual and segregated funds,
securities, auto and home insurance, mortgage loans and other financial products
and services. The fourth largest life and health insurance company in Canada,
Industrial Alliance contributes to the financial well-being of over 3 million
Canadians, employs over 3,700 people and administers and manages $68.5 billion
in assets.
About Industrial Alliance
Founded in 1892, Industrial Alliance Insurance and
Financial Services Inc. is a life and health insurance company that offers a
wide range of life and health insurance products, savings and retirement plans,
RRSPs, mutual and segregated funds, securities, auto and home insurance,
mortgage loans and other financial products and services. The fourth largest
life and health insurance company in Canada, Industrial Alliance is at the head
of a large financial group, which has operations across Canada as well as in the
Western United States. Industrial Alliance stock is listed on the Toronto Stock
Exchange under the ticker symbol IAG. Industrial Alliance is among the 100
largest public companies in Canada.
Industrial Alliance at a
Glance (year ended June 30, 2011)
- Rank: 4th largest life and health insurance
company in Canada
- Assets under management and administration:
$71.5 billion
- Premium and deposits: $3.7 billion
- Net income available to common shareholders:
$138.8 million
- Solvency ratio: 194%
- Clients: over three million Canadians
- Employees: over 3,900 people
- Network: more than 16,000 agents
Who We Are
In 2013, the Money Concepts Prescott-Russell office changed their operating
name to Wever Financial. The branch has been open since 1996 and is still run
by Theresa Wever. Since opening, she has expanded to two offices, one in
Russell and one in Vankleek Hill. Theresa shares her time between the two
offices.
What We can do for You
We recognize that with so many financial products and services available,
choosing your investment can be a daunting, even overwhelming, task. We're
here to give you personal, objective advice, at no cost and no obligation,
about your best financial options. Friendly, face-to-face service is what sets
Wever Financial apart.
We are one of the very few companies in Canada that can provide you with
independent, personalized financial planning services. Our experienced
financial planners don't sell in-house products. They are free to shop the
market for the companies, products and services that are best suited to your
financial needs and goals.
Our philosophy is based on eliminating the confusion and stress which is
associated with managing your financial affairs. It's a philosophy and a
service that begins and ends with you.
How We do it
To design your personal financial plan, your Wever Financial planner will
work with you to create a financial snapshot of where you are today. We will
do a confidential analysis of your income, assets and expenses - what you
earn, what you own and what you owe.
Your planner will work with you to set realistic financial goals and to create
strategies for achieving them. For example, your planner will calculate the
amount you need to invest each year and the rate of return you will need on
your investments to achieve your goals.
You planner will also show you how to maximize your financial resources and
minimize your financial risk. We'll provide a detailed, comprehensive plan and
help you implement it. We'll also help you in monitoring the mix of
investments called for in your plan.
Finally, your planner will meet with you on a regular basis to review your
plan's performance and to keep abreast of any changes in your circumstances
and objective. Your plan can then be adjusted accordingly.
Benefits of a Financial Plan
It is one thing to talk about financial planning. It's quite another to
make it happen. In order to achieve your goals, you must not only create a
plan, but implement that plan, monitor it and, when necessary, adjust it. A
Wever Financial representative is ready to work with you every stop of the
way. Let us help you pave the path in order for you to achieve your own
financial freedom!
|
