Brian Lavoie, CFP®, CFA®

Certified Financial Planner

Having worked in the investment industry since 1998, I joined the Investia office in Newmarket in November 2017. I am licensed to provide clients with mutual funds, ETFs, GICs and life insurance solutions. I have achieved both the Certified Financial Planner and Chartered Financial Analyst designations enabling me to help better understand my clients’ needs and provide them with custom tailored solutions for for every stage of their lives. I enjoy helping people achieve their financial goals.

Social