Making the Most of Your Annual Account Review Meeting
Your life and goals are constantly evolving, so it’s important your financial plan does the same. Hopefully, you have a trusted Wealth Management professional [...]
Leaving a Legacy
Everyone strives towards securing financial stability for their children, grandchildren, and even their great grand-children. However, it is not uncommon for inherited wealth to [...]
Considerations When Buying Your First Home
So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, to create a safe and secure home for yourself (and perhaps [...]
Funding a Buy-Sell Agreement with Life Insurance
If you're a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may [...]
InVestra Hires Sandra Levitsky, Financial Paraplanner
InVestra has been growing substantially throughout the last three years, and we are so grateful for the introductions and recommendations from our clients, our [...]
How Women Are Changing Philanthropy
Giving More Than Money: How Women Are Changing Philanthropy Women are redefining what it means to be philanthropic. As women, many of us are [...]
Financial Advisors vs. Wealth Advisors
First of all, congratulations! If you’ve made the decision to seek guidance from a financial professional, you have already begun to make significant progress [...]
Women-Owned Businesses on the Rise
Women have faced a lot of obstacles throughout their journey to achieve equal rights, and today we are highlighting some notable statistics of women [...]
5 Things to Know About Preferred Securities
Preferred securities are one of the best-performing asset classes this year, with the ICE Core Plus Fixed Rate Index up over 13% year to [...]
Supply Chain Stability Comes at a Cost
As the long-term effects of the pandemic continue to unfold, one trend that has been adopted by multinational companies is to repatriate their supply [...]