Volpe Financial Solutions

Volpe Financial Solutions Mutual Funds, Exempt market products & ETFs are offered through Investia Financial Services Inc. Financial Advisor
446 Reynolds st. L6J 3M4
(416) 702-1017

07/14/2026

Investing on your own is encouraged, but be knowledgeable and conduct research! Ask questions!
We have access to so many convenient tools that can help provide better insight into the market and the opportunities it can provide. RISK is everything when in comes to investing your $ and everybody’s appetite is different.

Never hesitate to reach out to us with our questions. “Could’ve, should’ve, would’ve” scenarios are all too common, but alternatively, “shouldn’t have, and wouldn’t have” exist as well.

Knowledge can serve as protection when investing. Understanding the fundamentals can go along way in growing your 💰. You don’t have to lose sleep over it!



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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

07/08/2026

💡 Understanding your TFSA and RRSP is one of the smartest steps you can take toward building long-term financial confidence.

Whether you’re saving for retirement, growing your investments, or looking to make the most of your tax advantages, knowing how these accounts work can make a real difference in reaching your financial goals.

Not sure which option is right for you? Have questions about how to maximize your savings? Reach out anytime—we’re happy to answer your questions and help you make informed financial decisions.



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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Brett and Gavin dive into the importance of using your TFSA and RRSP strategically. While both are powerful savings tool...
07/08/2026

Brett and Gavin dive into the importance of using your TFSA and RRSP strategically. While both are powerful savings tools, they serve different purposes. Knowing when to contribute to each—and how they fit into your overall financial plan—can help reduce taxes, grow your investments more efficiently, and set you up for both long and short-term success.

Episode 3 streaming now! 

07/03/2026

The best time to start saving was 20 years ago. The second best time? Today! DM us to see how we can help you get on track.

funny financialplanning

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he comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated

06/26/2026

Setting clear financial targets is the secret to making your money work for you 💰

Want to get on track?

1) Define exactly what you are saving for (e.g., a home, retirement, or debt freedom)

2) Break the big target into smaller, monthly milestones

3)Automate your savings so you never have to think about it .

Need help bridging the gap between a goal and a game plan? Send us a DM or visit the link in our bio to book a consultation! 🚀



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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Are You Guessing or Planning?Retirement should not feel like a guessing game.A personalized financial plan can help you ...
06/24/2026

Are You Guessing or Planning?

Retirement should not feel like a guessing game.

A personalized financial plan can help you better understand where you are today, where you want to go, and what steps may help you get there. Whether you are just starting to think about retirement or reviewing your current strategy, having a plan in place can make a big difference.

At Volpe Financial Solutions, we help clients build thoughtful financial strategies designed
around their goals, lifestyle, and future.

If you are ready to move from guessing to planning, we are here to help.


Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

06/23/2026

Have FUN on a budget! 💰 🕺



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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

06/19/2026

The end of the month comes quick 😖💰📉

Ep. 2 of ‘Gross Domestic Nonsense” now available 🎙️



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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Brett Volpe and Gavin Coscarella, Investment Fund Advisors, for the benefit of Volpe wealth management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Well… we found another podcast with the same name.So, while we’re still early enough to pretend this was all part of the...
06/05/2026

Well… we found another podcast with the same name.

So, while we’re still early enough to pretend this was all part of the plan, we’re reintroducing ourselves as:

Gross Domestic Nonsense

Hosted by Brett and Gavin, this is the podcast that treats money like the tragicomedy it truly is.

No boring charts.
No guilt trips.
No day-trading crypto advice.

Just real talk about the hilarious, irrational things we all do with our money.

Same nonsense. Better name.

We are excited to welcome Meaghan Volpe as the new Chief Financial Officer at VFS! 🏢✨ Meaghan brings exceptional manager...
04/20/2026

We are excited to welcome Meaghan Volpe as the new Chief Financial Officer at VFS! 🏢✨

Meaghan brings exceptional managerial experience and organizational leadership to our team. As our family office continues its exciting growth, her structural expertise and financial guidance will be invaluable for our next chapter.

Please join us in welcoming Meaghan to the VFS family!

Address

1282a Cornwall Road
Oakville, ON
L6J7W5

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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