At Investors Group, we know that managing your wealth effectively involves much more than just managing your investments.
It's about taking a comprehensive approach, focused on helping you achieve both long and short-term goals.
With the help of a dedicated Consultant and access to specialized services such as tax and estate planning, we'll develop personalized strategies to help you:
At the heart of our approach is your relationship with a dedicated, professional Consultant; someone who will take the time to listen and understand your concerns, guide you to the solutions and answer your questions along the way.
Private Clients seeking tax-efficient investment choices will appreciate our Corporate Class funds, which allow you to make changes to your non-registered portfolio while deferring capital gains.
For clients who require sophisticated tax and estate solutions, our team of experts, including lawyers and accountants, will work closely with your Consultant to provide strategies specific to your situation.
Managing bank accounts, loans, mortgages and credit cards independently can be more time-consuming and costly than necessary and leave you dealing with multiple payments and statements. Our Solutions BankingTM All-in-One line of credit consolidates all your banking and financing needs. It does this by combining the functionality of a chequing account, savings account, lines of credit and mortgage into one complete cash management solution.
Insurance planning can offer opportunities to minimize tax and enhance the value of your estate. To prepare for life’s unexpected turns, we offer an array of living benefits and life insurance options to preserve your lifestyle and protect your family.
Our brokerage service, Investors Group Securities Inc., gives you access to a range of investment products in both Canadian and US currencies, allowing maximum flexibility in your investment portfolio.
The iProfile program is a strategic asset allocation approach that calls upon the expertise of growth managers, value managers, small cap managers and core managers from around the globe, providing access to six unique investment pools:
Private Clients are eligible for preferred pricing on many of our investments – providing cost-effective access to the right mix of options to achieve your wealth management goals.
We can help you achieve your philanthropic goals through a number of charitable gift planning options, including the Investors Group Charitable Giving Program – an innovative approach that helps you support causes that are important to you now and over time while optimizing the tax benefits.
Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations. Commissions, fees and expenses may be associated with mutual fund investments and the use of iProfile™ Managed Asset Program. Read the prospectus and speak to an Investors Group Consultant before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Recommendations relate only to Investors Group mutual funds. An asset allocation service, iProfile is a managed asset program for clients with a minimum of $250,000 invested in the iProfile program. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Great-West Life Assurance Company (outside of Québec). Investors Group Guaranteed Investment Funds are segregated fund policies issued by the Great- West Life Assurance Company. GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers. The Investors Group Corporate Class mutual funds are shares issued by Investors Group Corporate Class Inc.™. The Investors Group Charitable Giving Program is offered together with the Strategic Charitable Giving Foundation, which operates independently from Investors Group. Donations are irrevocable and vest with the Foundation. This information is general in nature and not intended to be professional tax advice. Please read the Program Guide for complete details, including fees and expenses. Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd. Inquiries will be referred to a Mortgage Planning (Agent) Specialist. In the Province of Ontario, Mortgage Brokerage Licence #10809, Mortgage Administrator Licence #11256. Banking products and services are distributed through Solutions Banking™. Solutions Banking products and services are provided by National Bank of Canada.™ Solutions Banking is a trademark of Power Financial Corporation. National Bank of Canada is a licensed user of these trademarks.
© Investors Group Inc. 2014