Volpe Financial Solutions
Mutual Funds, Exempt market products & ETFs are offered through Investia Financial Services Inc. Financial Advisor
446 Reynolds st. L6J 3M4
(416) 702-1017
💡 Understanding your TFSA and RRSP is one of the smartest steps you can take toward building long-term financial confidence.
Whether you’re saving for retirement, growing your investments, or looking to make the most of your tax advantages, knowing how these accounts work can make a real difference in reaching your financial goals.
Not sure which option is right for you? Have questions about how to maximize your savings? Reach out anytime—we’re happy to answer your questions and help you make informed financial decisions.
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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
06/24/2026
Are You Guessing or Planning?
Retirement should not feel like a guessing game.
A personalized financial plan can help you better understand where you are today, where you want to go, and what steps may help you get there. Whether you are just starting to think about retirement or reviewing your current strategy, having a plan in place can make a big difference.
At Volpe Financial Solutions, we help clients build thoughtful financial strategies designed
around their goals, lifestyle, and future.
If you are ready to move from guessing to planning, we are here to help.
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.
The end of the month comes quick 😖💰📉
Ep. 2 of ‘Gross Domestic Nonsense” now available 🎙️
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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
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Address
1282a Cornwall Road
Oakville, ON
L6J7W5
Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 6pm |