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.
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.
We use proven financial strategies to meet your risk tolerance and stan against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Mutual Funds Representative, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Piva Financial Services
Piva Financial Services 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 24 years of experience, we understand the risks associated with equity 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.
Call me or drop me a line to set up an appointment.
#305, 175 4th Avenue, Kamloops, British Columbia V2C 3N3, Canada
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Copyright © 2018 Piva Financial Services - All Rights Reserved.
Piva Financial Services is a trade name used to carry on business related to life insurance and mutual fund
products. Mutual Fund products are sold through Manulife Securities Investment Services Inc. Please
confirm with your Advisor which company you are dealing with for each of your products and
services.