Innovex Financial Services
104 Main St. K0K 1H0 Brighton, ON, Canada

Advisors Corner March 4, 2021 Who are Baby Boomers, Gen X, Millennials and Gen Z? from an older article found on the web from MacLean’s magazine, January 2020 Tastes and habits may vary from person to person, but every cohort has its calling cards ...Continue reading

We are back in the office Jan. 4, 2021. Need to reach us before then? [email protected] Stay safe everyone!

Need to reach us this week? We are available via phone or email. Back in the office Jan. 4, 2021. 613-475-4540 [email protected]

Wishing everyone a happy and safe holiday!

Happy Applefest everyone! Our book house was taken over by an apple family

Advisor's Corner Sept. 24, 2020 By Rachel Young #financialadvisor #stockmarket #innovex

Hang in there! Innovex Free Reads Bookhouse is coming soon!

Advisor's Corner Sept. 17, 2020 By Bev Young As the saying goes, the only certainty in life, is change. The COVID-19 pandemic has given an unexpected financial hit to many Canadians. But coping with change that requires a shift in how we spend and save has always been a reality, whether because of a job loss, the arrival of a new baby, or the end of a marriage. For any household, going from two incomes to one income is a financial shock. ... The first thing to do with any big change in household income is to revisit the budget. For most people, cutting a few expenses definitely helps, but dealing with a 50% drop in revenue is really tough. People often benefit from talking to their financial advisor about changing certain aspects of their lifestyle and figuring out how they can get by without using their credit cards. Budgeting advice starts with figuring out your fixed costs such as rent or mortgage and hydro bills. Then take a step back and carefully reevaluate your needs and wants. The next step is to look at your debt repayment options and see if you can work with creditors to set a manageable payment schedule until you get back on your feet. Remember that this too shall pass. Make sure you have an investment portfolio that will weather all seasons. Be sure to keep your perspective, and your patience, but also take the time to truly appreciate the many wonderful moments in our lives and how very lucky we are to be in this country. Bev https://st.depositphotos.com//depositphotos_28993923-stock

Psst we have something to share with you...soon you will be able to visit our little library! Yes, just like the ones in Toronto, we are putting one up here in... Brighton at 104 Main St. Need a book, take a book. Have a book, leave it for someone else! Keep an eye out for Innovex Free Reads! Coming SOON!

Advisor's Corner Sept. 10, 2020 Have you ever wondered how some grandparents manage to have close relationships with their grandchildren and others do not? It's not a mystery. Research has uncovered the secrets, but they are still unknown to many grandparents. Merril Silverstein and Vern L. Bengtson, among others, have studied the concept that they call "intergenerational solidarity" and have identified six factors that influence this "solidarity." While some of these fac...tors are beyond our control, others are not. Six Factors of Grandparent-Grandchild Closeness...from an article posted on Verywellfamily.com August 20, 2020. Click the link below to go to the full article. https://www.verywellfamily.com/grandparents-and-grandchildr

Did you know that September 9th is Teddy Bear Day?!

Advisor's Corner - Sept. 3, 2020 CFP, CFA, WTF? The Meaning of Advisor Titles and Designations - By Rachel Young Finding a financial advisor suited to your needs can be a challenge. Along with a bunch of different abbreviations and accreditations, it’s easy to see how it is such a difficult decision....Continue reading

Advisor's Corner Aug. 27, 2020 A little bit of fun info for today! Picasso's signature is perhaps one of the most recognisable signatures in the world. When he was alive, his signature was so valuable that receivers of any cheques he made would sell the cheque rather than cash them in.... Can you imagine ?! #picassocheques #innovex #financialadvisor