Investment Services
Better financial health, impartially and independently
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Build and preserve a solid financial foundation.
Each financial situation is unique. My role is to help you transform your capital into lasting wealth, while reducing risks, protecting your gains, and fostering stable, long-term growth.
As an independent Mutual funds representative attached to *PEAK Financial Services, I offer tailor-made portfolios designed to align perfectly with your profile, financial objectives, and risk tolerance. Thanks to a rigorous selection of investment companies and the most accomplished fund managers, entirely dedicated to tracking global economic trends and real-time financial data, we anticipate risks and seize the best market opportunities.
My investment services include:
- Personalized guidance: customized investment plans, aligned with your goals and your risk tolerance;
- Custom portfolios: integrated strategies that take into account your family, your business, and your future needs;
- Tax optimization: strategies to minimize taxes on your investments and maximize the net value of your wealth;
- Portfolio management: active monitoring, adjustments and recommendations to adapt to market changes and to your objectives.
These services are offered to families, business owners and professionals who wish to :
- Build solid intergenerational wealth.
- Optimize growth and tax efficiency of their investments;
- Prepare for retirement with confidence.
- Set up suitable financial vehicles (trusts, corporate accounts, non-registered accounts, RRSP, TFSA, RESP, TFSAAPP).
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The advantage of working with an independent advisor.
Working with me means choosing an approach entirely dedicated to your best interests. I don’t sell any in-house products and have no affiliation with any financial institution. This independence allows me to offer you access to all mutual funds approved in Canada — with complete transparency and no conflicts of interest.
I am supported by the expertise of the Savard Group Inc., a leading branch of PEAK Financial Group, and actively participate in an investment committee as well as regular meetings with top fund companies. This collaboration ensures that the investment strategies I offer are always current, effective, and tailored to your financial goals.
My approach is built on integrity, discipline, and trust. I believe in developing long-term relationships based on open communication and transparency, to provide a personalized experience at every stage of your financial journey.
With me, you gain a dedicated strategic partner — one who transforms financial challenges into concrete solutions to ensure the stability, growth, and lasting prosperity of your wealth.
Aliona Cozari, Mutual Funds Representative, affiliated with PEAK Investment Services Inc. * PEAK Investment Services PEAK Inc. is a mutual funds dealer registered with the Autorité des marchés financiers in Quebec and with the Canadian Association of Securities Dealers, and whose activities focus on investment products such as mutual funds and exchange-traded funds. PEAK Investment Services Inc. is a member of the MFDA Investor Protection Corporation. Please consult https://mfda.ca/mfda-investor-protection-corporation/ for more details.
Mutual funds are distributed through PEAK Investment Services. An investment in a mutual fund may incur brokerage, trailing commissions, management fees and other charges. Please read the prospectus before investing. Mutual funds are not guaranteed, their value often fluctuates and past performance is not indicative of future results. The liability of PEAK Investment Services is limited to the products it distributes.
This site is intended for residents of Quebec.
Aliona CozariFinancial Security Advisor. Mortgage Broker. Mutual Funds Representative.
Services Finanicers AVIE – Saint-Lambert, QC
Contact
French, English, Romanian, Russian
768 Rue De Namur, Saint Lambert, Qc J4S 1Z5
Mortgages -AVIE Financial Services Inc. is Attached to Planiprêt Mortgage broker firm. Our mortgage brokers are regulated by the Autorité des marchés financiers (AMF), under the law on the distribution of financial products and services (LDPSF). PEAK Investment Services Inc. is a Mutual Fund dealer and member of the Canadian Investment Regulatory Organization (CIRO) limiting its responsibilities to investment products such as mutual funds and ETFs. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Personal Insurance - Insurance products include, but are not limited to, term life insurance, permanent life insurance, whole life insurance, universal life insurance, mortgage life insurance, accident and sickness insurance, long-term care, critical illness and disability insurance, private health insurance, travel insurance and expatriate insurance. This website is intended for Quebec residents.