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MacLeod South Branch:
Our Calgary Macleod Trail south branch is located four blocks south of Glenmore Trail and the Chinook Shopping Centre, one of Calgary's largest shopping malls — in the Centre 70 building.
We provide Comprehensive Insurance and Financial Planning to our south Calgary clients including:
- Auto Insurance
- Home Insurance
- Condo Insurance
- Tenant's Insurance
- Commercial Insurance
- Motorcycle Insurance
- Travel Medical Insurance
- Life Insurance
- RRSPs
- RESPs
- Mutual Funds and GICs
A wide variety of Life Insurance products from a number of companies are provided by Rick Lautischer, CERTIFIED FINANCIAL PLANNER® professional through Transamerica Life Canada. Similarly, Rick Lautischer, CFP® professional operates under Investia Financial Services Inc., the Mutual Fund Dealer through which Mutual Funds, RRSPs, RESPs and GICs are provided.
We provide a Family Office Style of Comprehensive Financial Planning including:
- Home Insurance
- Auto Insurance
- Commercial Insurance for business owners
Our goal is to provide Personalized Insurance and Financial Services for your family and business as a partner in a long-term relationship.
- The information in this communication is subject to change without notice.
- Rick Lautischer, CFP® professional is licensed for the sale of mutual fund securities in Alberta and B.C. and for the sales of insurance products in Alberta. As such, this communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial planners to determine if these securities may be lawfully sold in their jurisdiction.
- Rick Lautischer, CFP and Investia Financial Services Inc. will not be held liable for any inaccuracies in the information presented in any linked site to this website.
- The contents of this website is for information purposes only. Under no circumstances should the contents of this website be considered “advice” and relied upon as a substitution for consultation with a professional advisor.
- Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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