The Alternative for Independence
The Alternative for Independence
Financial Value Inc. specializes in managing globally diversified investment portfolio’s. Providing education, guidance and advice to ensure you are making the right decisions with your money.
Don and Darris are fully licensed Insurance and investment advisors who manage contracts with 10+ insurance and investment companies.
Our main focus is investments into Segregated Funds, which are guaranteed pooled funds held in annuity contracts offered by life insurance companies across Canada.
FVI uses a model called the ‘3 Circles’ to ensure a properly diversified portfolio for every investor.
We work to educate the consumer about the dynamic global investment environment and how to best implement strategies to find value and growth that come from a planet made of 7,000,000,000+ individuals.
We refuse to put our investors in a predetermined and arbitrary box. Instead we utilize contracts that allow us to guarantee up to 100% of investor capital at a scheduled date in the future (the Maturity Date), as well as up to 100% of investor capital at the date of death thus simplifying estate planning.
Please click here to learn more about Segregated Funds and the benefits of these types of investment contracts.
Darris is also a licensed Exempt Market registrant, licensed to provide advice and investments through Axcess Capital Advisors Inc.