Investment 2017-03-06T16:00:05+00:00

Whatever your plans, our personalized approach to financial planning can help make them a reality.

Home ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability

Prepare for all the other costs of home ownership

Buying a home is one of the biggest emotional and financial decisions you’ll ever make, so it’s a good idea to consider all the realities and prepare yourself to make informed decisions.

Dealing with debt

These days, going into debt is almost unavoidable. That’s where a debt management plan comes in.

Our financial roadmap can help you move from simply servicing debt, to paying it off and saving for your future.

With the rising costs of housing, post-secondary education, cottages, vehicles and the like, it can be a challenge to live debt-free.

Marriage

Getting married is an exciting time and the start of something new

The expenses don’t stop rolling in after your wedding day

Perhaps you are planning an exotic getaway for your honeymoon or purchasing a new house. You’ll need to consider your plans for major, one-time expenses, as well as a change to ongoing monthly budgets

The value of The Plan by Investors Group™

Advisors provide durable values that benefit clients throughout their investing lifetimes. Find out more in The Investment Funds Institute of Canada’s Boosting Retirement Readiness and the Economy Through Financial Advice Report.

  • Our clients come from every walk of life.
  • Learn about the differences that financial planning can make in the lives of Canadians
  • Hear from our advisors, in their own words, about the value of advice and the relationships created with clients over time.
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We help Canadians save for what matters most

Our advisors will consider your financial goals and help find the path to get you there.
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