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| INVESTMENTS We offer a full complement of investment options for our clients: These include very competitive rates and flexible terms for guaranteed investment certificates and term deposits. For amounts over $50,000 we will strive to find you the best rates available in Canada. We offer a full line of segregated funds which have a wide range of principal guarantees to suit the client's individual profile. We also offer a full range of annuities including temporary annuities. These can be useful to provide income for a few years before a pension begins or to provide income replacement while on a sabbatical. Although every client is different we design customized investment portfolios which aim to:
Dave Pettenuzzo is licensed through Investia Financial Services Inc. Investia is leading mutual fund dealer. We encourage you to visit their website: and review their privacy statement:
DISCLAIMER Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canadian Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investors should inform themselves regarding securities, taxation or exchange control legislation, which may affect them personally. This Web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. This Web site does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. References in this Web site to third party goods or services should not be regarded as an endorsement of these goods or services. This Web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner of this Web site is not liable for any inaccuracies in the information provided. This statement shall confirm that I have been informed that my Investia Financial Services Inc. mutual fund representative, Dave Pettenuzzo, is also licensed as a life insurance agent. All mutual funds are processed through Investia and life and/or disability and critical illness insurance products and services are provided through National Bank Financial Services, the FAB Group or independent carriers. Any insurance business processed after April 1st, 2008 is processed through NBF Financial Services, a wholly owned subsidiary of National Bank Financial. I understand that all activities relating to life, disability, critical illness and long-term care insurance products and services are the sole responsibility of Dave Pettenuzzo, NBF Financial Services and the insurance company for which he is an agent, and are not the responsibility of Investia. I understand that all GIC's provided by Dave Pettenuzzo, through Dave P Financial Corp. (through Coast Capital Credit Union, Ubiquity Financial, and ING Bank), are the sole responsibility of Dave Pettenuzzo and are not the responsibility of Investia. I understand that Investia will not be held responsible for any losses or damages sustained as a result of the life and/or disability/critical illness insurance products and services provided by Dave Pettenuzzo, including any errors or omissions. E.& O.E.
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