About Us
Committed to Service
Committed to Service
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client's every expectation. Call us today to find out how we can suggest long-and-short-term strategies that will help you realize your financial dreams.
How we can help you!
Committed to Service
Committed to Service
Financial strategies
Investment advice
Retirement planning
Education funding
Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Financial Approach
Committed to Service
Financial Approach
We use reliable financial strategies tailored to your risk tolerance to help navigate market fluctuations. . And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Our Team
Robert Piva B.Comm
Mutual Funds Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Piva Financial Services Inc.
Experience
Robert Piva has been serving the Kamloops area since 1993. Our ability to broker and work with a number of Canada's top financial firms allow us to provide our clients with the very best plan at the most reasonable cost. With over 30 years of experience, we understand the risks associated with mutual fund investing and work to keep our clients invested in order that they can enjoy fruitful retirements. We also work closely with our clients to assess the risks they may face today or in the future, and provide recommendations with services and products aimed to mitigate their exposure to the risks and protect their families financial wellbeing.
Cheryl McKitterick
Mutual Funds Advisor Assistant, Manulife Wealth Inc.
Life Insurance Advisor Assistant, Piva Financial Services Inc.
