MaVia Advisory Team
At MaVia, we help you get the most out of your life. With decades of
experience in financial and investment planning, the MaVia team
harnesses our combined skills and knowledge to help you reach your
goals. In addition, to ensure our clients receive the best possible
service, we work to keep up to date with the latest changes in our
industry.
Our focus is on helping our clients find the
fulfillment and meaning they’ve always wanted, allowing them to
experience the richness and joy in the everyday.
We’re here to
take your financial worries off your mental load so you can live a
lighter, more mindful life and prioritize what matters to you.
Your money is full of potential, not limits.
For many, their future is a source of stress. Even if you’re comfortable today, could a major life event change all that? Could a job loss, a change in your relationships, illness or a market downturn impact your lifestyle and way of living.
With a properly managed financial plan in place, It doesn’t have to. Let us show you how.
Your money goals are personal.
A sense of contentment. Preparation for what lies ahead. Peace of
mind. Ready for whatever comes your way. At MaVia, we partner with you
to make this a reality and create the life you’re looking for, now and
tomorrow.
We take a holistic approach to financial
planning, considering your values, priorities and goals, instead of
just the dollars and cents. You deserve to see the possibilities
beyond just asking, “How much is enough?”
We work to
help you achieve financial stability and success, but we don’t stop
there. Our intention is to guide you toward the balance you’re looking
for by aligning your financial plans with your physical and emotional
well-being.
Imagine looking to your future with
anticipation instead of anxiety. Whatever your financial objectives, a
MaVia advisor can help provide clarity and a path forward. Our
bilingual team of expert professionals takes the time to understand
you—your biggest dreams and your darkest fears—and create a financial
plan that will give you the confidence to face whatever’s ahead.
Live the full life you deserve.
Leave the legacy you’ve worked hard to achieve.
Peace of mind for the future.
Are you worried about enjoying life now when tougher days are potentially ahead? You know you need to save and invest for your future, but you also have obligations today. With the right strategy, you can strike the perfect balance between your career, your family, and your leisure. Let us help you optimize your lifestyle with a turnkey financial plan and banking solutions for a stress-free experience.
Navigating change to secure your safety net.
If you or your partner fell ill, if you lost your jobs, or split up, would your standard of living take a hit? Could you still expect to live well and maintain your dignity and lifestyle in the case of a significant market downturn? If any of these questions have been weighing heavily on your mind, we’ll help you manage your risk with answers and detailed strategies to give you the peace of mind that comes from being prepared.
Creating a lasting legacy.
It may be important to you to take care of your family and set them
up for a better life. Or you might want to lend your support to a
worthy cause—have your name on a scholarship, a recurring gift, or
even start your own foundation. Be remembered for the impact you made
with your resources—with prudent estate and tax planning, you can make
a difference for years to come— we can show you how.
Your life
today doesn’t have to impact your dreams for tomorrow. At MaVia, we
create a big-picture financial plan for you, one that considers your
values and priorities. Your money can provide you with the lifestyle
you seek now and in the future.
Let’s demystify your money.
Money doesn’t have to be intimidating. It’s a tool to help you
achieve your highest potential. If you’re unsure about how to manage
your funds, worried about making mistakes and anxious about what lies
ahead, a professionally designed financial plan can put your mind at
ease.
For some, investing is an intimidating topic.
Perhaps you’ve been content in the past to leave it up to a spouse or
family member while hoping for the best. If you’re ready to take a
more active role in your investments or even simply gain a better
understanding of how it works, we can help. You’ll gain clarity, learn
how to assess risk and choose the right products, and gain confidence
in handling your money.
On the other hand, if you
prefer to take a hands-off approach, we’re here to earn your trust and
put your mind at ease—we’ll take care of all the details so you don’t
have to.
Learn how empowering it feels to have your
goals in sight and your future secured!
What our clients have to say.
“Happy with everything! Thanks, Edith, Mark & Tania”
“I got some helpful general knowledge of terms like capital gains, income trust, hedge funds, offshore investments and how the stock markets rank shares and companies.”
“My advisor is great. She is knowledgeable and makes me at ease to understand how my investments are doing and makes me feel safe about my near future retirement.”
“Their (MaVia) dedication to a “focus and calm” approach to investing has seen us through chaotic and challenging periods in the market. It has saved us from ourselves more than once. We truly treasure our relationship with Edith and Mark and look forward to many more years working with them”
