Finvest Inc.

Finvest Inc. As an independant Financial Planner, I have no ties to insurance or investment provider.

💼 Trusted Financial & Investment Advisors
👨‍💼 Advisors: Mauro & Diego Di Cesare
📈 Investments, Insurance, & Financial Planning
🤝 Help individuals & families build confidence in their financial future Consequently, you will always get the best available product to satisfy your needs at a price that meets your budget.

Divorce in later life is no longer a niche demographic phenomenon. For Canadian financial advisors, it is becoming an in...
06/01/2026

Divorce in later life is no longer a niche demographic phenomenon. For Canadian financial advisors, it is becoming an increasingly important planning issue with significant implications for retirement readiness, estate planning, tax efficiency, housing and intergenerational wealth transfer.

Late life, diamond splitters, post-mature — call it what you like. This demands careful attention

05/28/2026

Are you working with the right Financial Advisor?

Bank of Canada governor Tiff Macklem says he’s “encouraged” by the federal government’s efforts to diversify the economy...
05/28/2026

Bank of Canada governor Tiff Macklem says he’s “encouraged” by the federal government’s efforts to diversify the economy and protect it against increasingly common shocks to global trade.

Tiff Macklem also says long timelines for project approvals are holding back international investment in Canada

Canadian household finances are facing an array of headwinds including a weak job market, inflationary pressures and ong...
05/25/2026

Canadian household finances are facing an array of headwinds including a weak job market, inflationary pressures and ongoing trade uncertainty, which will keep consumers under continued financial pressure in the year ahead, says Fitch Ratings.

Inflation, soft job market and trade uncertainty to weigh on consumers

Many incorporated business owners accumulate wealth inside their corporation, while retirement planning tools are largel...
05/21/2026

Many incorporated business owners accumulate wealth inside their corporation, while retirement planning tools are largely personal-income based. Advisors working with incorporated clients frequently encounter a structural mismatch.

When successful business owners maximize their registered plans, RCAs can help plan for future income needs

05/21/2026

Never too late to start investing. Start today!

For decades, the investment industry has approached retirement as an engineering exercise. Build the portfolio, model th...
05/19/2026

For decades, the investment industry has approached retirement as an engineering exercise. Build the portfolio, model the cash-flows, stress test assumptions. If the numbers hold, the client is ready.

Retirement is a behavioural challenge as much as a financial one — 5 ways you can help

05/14/2026

5 questions. 3 myths. 2 facts. Why work with an Independent Financial Advisor?

Statistics Canada says the economy was growing for a fourth straight month in February, though there were signs momentum...
05/11/2026

Statistics Canada says the economy was growing for a fourth straight month in February, though there were signs momentum was fading toward the end of the first quarter.

It was led by was a 1.8% gain in the manufacturing sector, Statistics Canada says

New York —  Markets just had a month of seemingly contradictory results. The S&P 500 just had its best month in nearly s...
05/11/2026

New York — Markets just had a month of seemingly contradictory results. The S&P 500 just had its best month in nearly six years, even though oil prices have surged back above $100 per barrel and bond yields have climbed.

Markets just had a month of seemingly contradictory results. The S&P 500 just had its best month in nearly six years, even though oil prices have surged back above $100 per barrel and bond yields have climbed.

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8920 Pie IX, #301
Montreal, QC
H1Z4H9

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