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Financial Planner working with his clients

It's important to know what people stand for

The 4-Way Test Is OUR WAY Of Doing Business.

Find Out Why

Welcome

Welcome to our website. It is unusual for a service provider to create an entire web resource on their ethical principals, but we believe this should not be so.

We believe being as open and transparent as possible, as to our ethical standpoints and business practices, it is extremely important.

The Site

To have a laid-out, transparent, and ethical approach to business gives us an advantage in explaining why our team can represent your financial needs.

We believe that the 4-Way Test gives us an easy to understand platform to base our client's expectations and how we interact with them.

Want More Info?

Email us for more on our philosophies, services and practices today

 

Or Visit our main website RomanGroch.ca

1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..