Who We Are

Y.I.S.Financial Inc. is an Ontario mutual fund and GIC agent firm, offering personal investment advice to families and individuals tailored to their needs and circumstances.

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What We Do

We’re small and personal, yet have worldly knowledge of investment opportunities from 40 banks and trust companies as well as over 60 mutual fund managers that can be tailored to a portfolio for each investor’s situation.

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Where We Are

Y.I.S.Financial Inc. has neighbourhood branches in St. Catharines, Thorold, Burlington, Barrie and Owen Sound Ontario.

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About

Y.I.S. Financial Inc. offers a wide range of products for your investing in your RSP, RIF, TFSA, LIF, and Non-registered account.

We pride ourselves on providing services and investment advice tailored to the individual and their best interests.

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Testimonials

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It is not every day that you come across a passionate and trustworthy financial advisor. Y.I.S. Financial Inc. has encompassed that really well and has provided us with the helping hand to dream that much more and make that dream a possible reality.

Satisfied Client
Johnson.M.J.
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In just 2 very short meetings with the Y.I.S. Financial Inc. team managed to find the solution personally catered to my situation and expectations. Punctual, well informed and very reliable.

Investor
Smith.T.M.
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Very professional financial advisors, who are true to their word. Y.I.S. Financial Inc. demonstrates a high amount of integrity and is fast to respond to my concerns. I feel that Y.I.S. Financial Inc. is genuinely putting my financial gains before their own, a quality that comforts me in my investments.

Longterm Client
Snow.J.R.

Understanding Investment Costs
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Multiple Offices,
One Philosophy

Y.I.S. Financial Inc. has offices in St. Catharines, Thorold, Burlington, Barrie and Owen Sound. We have been in business over 35 years.

Our philosophy is simple – provide the best investment advice to our clients by shopping from a wide range of investment opportunities and then tailor the investment suggestions to meet your financial goals. Our task is to make each client aware of the opportunities that are available for their retirement planning.

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