Our Promise Our experts provide perspective on the compelling questions investors are asking right now…Learn more At Investors Group, we are committed to building personalized solutions on an individual basis. For over 80 years we have been helping Canadians and their families to achieve their financial goals. Our clients are not an account, or a number. They are people, members of our community. We recognize that your investments are only one component of your life. That’s why we make financial strategy recommendations in the context of the rest of your life – your goals, your concerns, your dreams. These planning recommendations go beyond investment choices – they identify: • cash management solutions; • life, critical illness, disability, long term care and other insurance choices; • options to save for your children’s education, a new house or cottage or other important life goals; • retirement planning opportunities; • estate planning ideas; and • strategies to minimize your income tax burden. The Plan by Investors GroupTM can get you from here to there Your plan is only an Investors Group Consultant away. Your Consultant will take the time to get to know you and devise a written plan that will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events. Now more than ever, you need a long-term plan – in writing – one that meets your unique needs, keeps you on track and provides important peace of mind.
Our Consultants receive extensive training, placing them among the most knowledgeable and well-trained in the industry. As a company, we support our Consultants in attaining the prestigious CFP certification through the Financial Planners Standards Council or the F. Pl. certification through the Institut québécois de planification financière in Québec. To meet your needs, our Consultants keep abreast of the increasing changes in the financial services industry and have access to a wide range of highly qualified experts who are all committed to working together to help you attain your goals. At Investors Group, we have helped Canadians through many turbulent markets. As we navigate through times of volatility, you can have confidence in our: • strong financial planning ethic, • specialized expertise, • broad product offering, and • stringent investment discipline. In British Columbia and Quebec, not all Investors Group Consultants are qualified to use the designation 'financial planner' per provincial regulatory rules.
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