Tim Weber

Tim Weber

Consultant 

Consultant

Investors Group Financial Services Inc.

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Investors Group

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About —

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At Investors Group we practice holistic financial planning, providing a wide variety of services and products to fit your specific needs.

Here's a short list of some of the things we can help with:

PERSONAL PLANNING SERVICES
• Tax Planning
• Cashflow & Income Planning
• Insurance Planning
• Portfolio Optimization
• Risk Management and Income Protection Planning
• Retirement Planning
• Estate Planning & Transfer of Wealth
• Education Planning

BUSINESS PLANNING PRODUCTS & SERVICES
• Buy-Sell Funding 
• Key Person and Business Overhead Insurance
• Group Retirement & Group Benefits Plans
• Basic Tax Planning

Some of the benefits of working with Investors Group:
• A financial plan based on the four cornerstones and six pillars of financial planning
• Utilization of tax-advantaged accounts such as RRSPs & TFSAs to optimize your current taxable income and reduce taxes in retirement
• Optimized retirement incomes in a tax-efficient manner while withdrawing from RRSPs, RRIFs, LIFs, and more
• Portfolio rebalancing and optimization within volatile markets
• One-stop shop for mortgages, banking, investments, and insurance
• A disciplined approach to financial, keeping you on-target when markets are down
• Ongoing education to help you understand the strategies we employ to help you achieve your goals
• Referrals to other experts in their fields, such as accountants, bookkeepers, or lawyers
• Debt reduction and consolidation to optimize cashflow

2017 Year in Review

2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year

general inquiries —

2400 Scotia Place, Tower 1, 10060 Jasper Avenue
Edmonton, AB T5J 3R8

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Investors Group

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