VALUES
TEAM
FINANCIAL ADVISOR AND LIFE INSURANCE ADVISOR
Investia Financial Services Inc.
Alfred has partnered with his clients to achieve their financial and investment goals by creating personal investment plans and overseeing their portfolio design.
Alfred began his career in the insurance business with Metropolitan Life in 1973. In 1983 he achieved the 'Million Dollar Round Table’ award. He obtained his Mutual Funds License in 1987. In 1992 Alfred expanded his services to include mutual funds sales. In 2021, he completed the Exchange Traded Funds Course. Additionally in 2022 he also completed both the Liquid Alternative Investments and Socially Responsible Investments Courses.
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Along with continuing educational standards, Alfred is currently pursuing his Elder Planning Counselor.
Alfred is a long time resident of Waterloo Region and lives with his wife.
Together they have three adult children along with five grandchildren.
ASSOCIATE ADVISOR
Investia Financial Services Inc.
Craig presently is an Associate Advisor to Alfred, where he assists on the advisor side of the office being an additional contact to Alfred’s clients.
He oversees the management of all aspects in the office such as; processing, systemizing, technical and administrative support.
In 2006, Craig completed his Ontario Management Development Program Certificate through Conestoga College. Later on in 2014 Craig completed his Mutual Fund course to become a Licensed Assistant and subsequent Associate Advisor. In 2021, he completed the Exchange Traded Funds Course. Additionally in 2022 he also completed both the Liquid Alternative Investments and Socially Responsible Investments Courses. Craig is currently pursuing his Life Insurance License.
Along with his wife Robin and two daughters, they are long-term residents of Waterloo Region. They enjoy spending time with their mini schnauzer and paint horse.
ADMINISTRATIVE ASSISTANT
Tiago is the Administrative Assistant to Craig and Alfred.
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He handles the clerical tasks in the office, thereby helping the rest of the team to work smoothly and efficiently.
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Tiago graduated from York University in 2018, majoring in Economics. He has completed his life insurance and mutual fund courses.
SENIOR EXECUTIVE ASSISTANT
Doris is a consultant to the team in adminstrative funtions.
Doris was an Executive Assistant to the President of Economical Insurance at the beginning of her career. Worked alongside Alfred in his early Life Insurance career and became full-time Executive Assistant in 1973.
Along with her husband Alfred, they both enjoy sailing and traveling together.
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She enjoys spending time with her family, especially enjoying the grandchildren.
Clients are best served under
guidance of management professionals,
in accordance with an
assessment of personal risk tolerance
Alfred J. Le Blanc