Symphony® is Mosaic Invest’s comprehensive digital financial planning service that guides clients to successful retirement.

Financial solutions

The firm’s array of financial solutions include:

  1. Pension funds;
  2. Tax-free investments;
  3. Discretionary investments;
  4. Living annuities;
  5. Life, disability and dread disease insurance;
  6. Estate planning;
  7. Deceased estate administration;
  8. Independent corporate trustee services for testamentary trusts.