Your Financial Partner When You’ve Outgrown the Rest
We are a financial services firm providing independent/unbiased financial advice and helping you achieve your financial goals
Hi, I am Brandon Rohrer
I have been a financial advisor since 2014.
I have the LLQP (Life Insurance License) and I am licensed to sell mutual funds and segregated funds in Ontario. I have completed a designation in RIS (Responsible Investing Specialist) I am also currently working towards my PFA designation (Professional Financial Advisor)
I always tell my clients I didn’t go looking for this profession, it found me in a way. I’m so glad it did because money can be a very powerful resource, yes money isn’t everything but with it we can live the lives we want to live and be generous to others. Without a good financial foundation life can be much more stressful. So I do this to help my clients find a path to succeed, there are many ways to become wealthy but having a plan and knowing why you want it will help you to sustain your wealth and make sure it doesn’t get destroyed when life happens.
Financial Solutions Tailored to Your Business Needs
We don’t believe in a one size fits all ‘proven formula’ instead, I know that an individual approach is best, lets book a call and together we can…
Investment Planning/Analysis
(RRSP’s, TFSA’s, GIC’s, Non-Registered)
– Investments are offered through Investia Financial Services Inc.
– GIC’s are offered through Investia financial services Inc.
– Segregated Funds are offered through Bridgeforce Financial Group.
Insurance Analysis
- Life
- Disability
- Health and Dental
- Critical Illness
Through Bridgeforce Financial Group
Cash Flow Analysis
Are you spending more then you earn?
Struggling to get ahead?
Let me help you build a plan to manage your cash flow.
Estate Planning
Is there someone at the CRA you are so fond of that you want to give them 30% of your estate? Let me help you pay your fair share in taxes and not a dime more
Responsible Investing (RIS)
Do you care about the social and environmental impact that your investments have on the world? Invest responsibly without sacrificing performance
Our Mission Statement
It is our mission to walk the path of financial abundance with our clients by providing them with the education they need in order to make their own decisions. We are here to lay out your options in front of you and let you lead the way, we believe that everyone is capable of financial abundance with the right disciplines and tools in place. We strive to provide this service along with the best customer service you could possible imagine.
How it works
The staircase to wealth
HOLD 1-2x MOnthly expenses in chequing account
Figure out what your spending on a monthly basis. If your spending $4000/month then you need to keep at least $4000 in your chequing account. Any surplus follow step 3.
10% of every paycheck goes to savings account
This is not negotiable. At least 10% of every paycheck goes to savings. it doesn’t matter how much debt you have the only way to get ahead of your bills is to pay yourself first.
put your money to work
Anything above your chequing account threshold (step 1) goes to debt/savings, anything below the threshold and you wait for next paycheck. If you never have a surplus you need to increase your income or decrease spending.
What Makes Us Different
Annual Reviews to keep you on track with your plan.
Wide investment selection to choose from best performing investments.
Detailed plan of what your income will look like in retirement.
With your consent we can provide tools and provide planning in the following areas:
- Income and Expense planning
- Insurance Review(life, disability, health)
- Investment analysis of current investments
- Analysis of your investment fee’s
MY INTERVIEW WITH GLOBAL TELEVISION AND CFRB 1010 RADIO
We talk about:
My StoryWhy people don’t get started
Experience First Planning
A Customized Plan
How to make your money last
Investia privacy policy: https://ia.ca/privacy-policy
Disclaimer:
- Mutual Funds: Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products 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 fund/exempt market products/exchange traded funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.
- Segregated funds: Segregated fund products are offered through [Bridgeforce Financial Group 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.
- Insurance: Insurance products are provided through ‘’Bridgeforce Financial Group’’ OR Insurance products are provided through multiple insurance carriers.
- GICs: Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.