Unique Value Proposition
We and a team of specialist we have access to have a common purpose with you in mind.
Our client relationships require mutual Like, Trust, and Belief, when designing your customized Quality Financial Plan. The foundation of a Quality Financial Plan is understanding our client’s Values, Goals, and building a plan uniquely specific to your dreams and desired outcomes. Our team will provide clarity where there is complexity, and present an easy to understand plan with built in solutions to your needs.
We believe that all Canadian Families, Professionals, Farmers, and Business Owners are unique and deserve a well thought out, and comprehensive road map which we will review regularly and update all as needed.
Client Testimonial Video Link. Please type link into web browser
We have had the pleasure of working with William Peters with Investors Group for the past 5 years. Not only has he helped Gerald and I with our farming and personal investments, he is also helping our adult children with their investments as well.
William is efficient and extremely competent. He assists us in a professional and prompt manner. From the beginning William went out of his way numerous times to visit us at our home to answer questions or advise us on various investment information.
William is very committed to his work and we are most happy with his dedication to our family and our best interests.
Baking relies on the right ingredients
Your wealth plan isn’t much different. It only works if ingredients unique to your situation are included.
Topic: Retirement , Wills, and Estate Planning
Investors Group Financial Services Inc.
Please call to confirm your attendance.
There is no cost and no obligation but
seating will be limited. Refreshments & pastry
Tel: (587) 707-9553 / (204) 745-2546
Oct 19, 2017 - Oct 19, 2017
Active Retirement Center
47 Belfour Dr
Carman, MB R0J 0J0
Grow your money the tax-free way
Whether you have short or long-term goals, save money to achieve them using a Tax-Free Savings Account (TFSA).