At Investors Group, we know that today, good financial advice is more important than ever.
When you become a client, we will meet with you to discuss your immediate goals and longer-term objectives. We will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, we will implement your plan and review it regularly as your life changes.
Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax, and life planning. These experts help our team 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 – we will work with you to develop a plan to help get you there.
Those who are approaching retirement know that it is not an event, rather a transition stage that is as unique as they are. It's an opportunity to explore new challenges and enjoy what matters most to them. Ultimately, everyone asks "Am I going to be ok?" Many of our clients are mature and focused. They are wanting to preserve their wealth and reach their goals in a tax-efficient manner.
Our process is collaborative - we recognize that your dreams and goals are as important as the assets that will help you realize them.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
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.