About Me

I’m Johnny Choe, an Investment Funds Advisor and Mutual Funds Representative with Investia Financial Services Inc. I am based in Ontario and provide services in both English and Korean.

Before joining Investia, I built my experience in the financial services industry with Desjardins. There, I worked in advisory, business development, and advisor-support roles. My background includes working directly with clients, supporting financial professionals, and explaining investment, insurance, and financial concepts.

Today, I help individuals, families, and business owners better understand their financial options. This may include investment planning, insurance planning, retirement preparation, registered accounts, and other Canadian financial topics.

I believe good financial guidance should begin with understanding. It should not begin with pressure, confusion, or complicated language.

First, I take the time to learn about each client’s goals, concerns, and circumstances. Then, I explain the available options and the purpose behind different strategies. As a result, clients can make informed decisions with greater clarity and confidence.

Financial education is also an important part of my work. I offer licensing exam preparation, education for financial professionals, personal finance programs, workshops, learning resources, and books.

These programs are designed for people entering the financial services industry, experienced professionals developing new skills, and members of the public who want to improve their financial knowledge.

Although I work with different audiences, the purpose remains the same: to make financial information clearer, more practical, and easier to apply.

Whether I am advising a client, teaching a class, leading a workshop, or writing educational content, my approach is simple: explain clearly, listen carefully, and help people move forward with confidence.