13 Paisley Street, Guelph, ON, N1H 2N5
Jerry is a Financial Advisor with Investia Financial Services. He is a real character who enjoys the camaraderie of family and friends. He is a great listener, understands people and is full of conventional wisdom. His goal for clients is to balance their enjoyment of life today while accumulating wealth in a tax efficient manner for tomorrow.
When he is not working, Jerry is unofficially ‘officiating’ most Leaf/Dolphin games, reading biographies, and watching well scripted movies.
CJ is a Financial Advisor with Investia Financial Services. He is constantly striving to further educate himself, through studies, books, and learning from his clients. His goal for clients is to grow with them, educate them, and ensure that they are always better off, not just financially, but in life.
When he is not working, CJ is spending time with his 2 young daughters and wife. He enjoys staying active, walking his dog, playing hockey, golf and keeping up to date with whatever big sporting events are on.
Andria is a Licensed Assistant with Investia Financial Services. She is the mother of 4 boys and has 2 grandchildren. She is an extremely proactive, hard worker with great attention to detail. Andria is the heart of our team! Her fingerprints are on every part of our business from administrative work to client interactions. She has worked in the finance industry for over 18 years. She works hard continually educating herself, having completed numerous financial designations over the years.
When she is not working, Andria enjoys spending time with family, especially her grandchildren. She also enjoys cooking with her husband and scrapbooking.
