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Clear investment conversations

Clear investment conversations.

Clear Explanation. Thoughtful Guidance. Ongoing Support.

Hi there!

I’m Johnny Choe, an Investment Funds Advisor and Mutual Funds Representative registered with Investia Financial Services Inc.

I help individuals, families, and business owners across Ontario better understand their investment, insurance, and retirement options through clear, practical conversations.

I also provide licensing exam preparation, professional development, personal finance education, workshops, and learning resources.

Whether I am advising a client or teaching a class, my goal is to make financial information easier to understand and apply with confidence.

Services are available in English and Korean.

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캐나다에서 투자와 재정교육 서비스를 제공하는 재정전문가 Johnny Choe

Investing

Understand what you own.

Investment planning starts with understanding your goals, time horizon, risk comfort, account types, and how your current investments are structured.

Whether you hold RRSP, TFSA, RESP, FHSA, non-registered, or corporate investment accounts, a clear conversation can help you stay organized and make decisions with more confidence.

캐나다 투자 포트폴리오와 뮤추얼펀드(Mutual Funds)를 상징하는 투자 이미지

Mutual Funds

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다양한 자산에 분산투자하는 캐나다 ETF(Exchange-Traded Funds)를 상징하는 이미지

ETFs

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캐나다 GIC(Guaranteed Investment Certificate)와 안정적인 저축을 상징하는 이미지

GICs & Insured Investments

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Insurance

Protect what matters.

Insurance planning can help protect your family, business, income, and long-term goals when life does not go as expected.

The right insurance conversation starts with your situation first: family responsibilities, debt, business needs, income protection, and future planning.

예기치 않은 상황에 대비해 가족의 재정적 안정을 준비하는 가족보장(Family Protection) 이미지

Family protection planning

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사업주와 기업의 재정적 보호를 위한 사업주 보험계획(Business Owner Insurance Planning) 이미지

Business owner insurance planning

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보험 내용을 이해하고 기존 보장을 점검하는 보험검토 및 교육(Insurance Review and Education) 이미지

Insurance review and education

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My values

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Clarity

Financial decisions should be easy to understand. I take the time to explain investment, insurance, and planning concepts in clear, practical language so clients can feel more confident asking questions and reviewing their options.

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Suitability

Every client’s situation is different. My approach starts with understanding your goals, time horizon, risk comfort, and personal circumstances before discussing possible solutions.

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Transparency

Trust is built through open conversations. I believe clients should understand the potential benefits, risks, costs, and limitations of any financial strategy before making a decision.

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Long-Term Guidance

Planning is not a one-time event. I aim to support clients through different life stages, changing priorities, and market environments with thoughtful ongoing conversations.

Important Information

Mutual funds and exchange traded funds are offered through Investia Financial Services Inc.

Guaranteed Investment Certificates (GIC), Segregated funds and Insured Investment Products are offered through Investia Financial Services Inc. and/or multiple carriers.

Insurance products and services are offered through multiple insurance carriers and/or PPI Management.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc.

This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Please review our Legal Notice and Privacy Policy about this website.

👉[Legal Notice & Financial Disclaimer]

👉[Privacy Policy]

Connect with me

[email protected]

[T] 289.637.3826

[F] 873-446-2202

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