At Investors Group, we know that today, good financial advice is more important than ever.
When you become a client, I will meet with you to discuss your immediate goals and longer-term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.
As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices.
Working behind the scene is our large team of regional professionals, who specialize in investment, retirement, tax, and life planning. These professionals help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – I will work with you to develop a plan to help get you there.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.