Managing your wealth means more than managing your investments. To properly grow and protect your wealth takes an integrated financial approach. We realize all of your financial needs are interconnected, and we treat them as such – from Investment Management, to Tax Planning and Estate Considerations, to making sure you only have the insurance you need. We are focused on providing Financial Guidance and Value that can be measured - the result is a more efficient and comprehensive Financial Plan. We see the whole picture so that our clients get the biggest financial impact now and over time.
Although our strategies could work for everyone, with over 19 years of experience we have developed plans to specifically work with individuals who are nearing, or at retirement, successful professionals as well as business owners. Yes, some strategies can be complex, but the way we explain it is not.
Our experienced team also has access to regional specialists with expertise in Tax & Estate Planning, Securities, Insurance Protection, Lending and Business Succession Support, so we can tailor a plan that meets your needs.
We are working with engaged clients that are seeking peace of mind!
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
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.