Our team represents the top tier of wealth management, so you can be sure your financial strategies are personalized, closely monitored and comprehensive.
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations, Investors Group, with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.*(through Investors Group Securities Inc.) Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.
- John Balfe & Margaret Paul, North Bay
- Dr Alan & Kathleen Aylett
- Joy & Stan Pokrywa, Lanark Ontario