facebooktwitterpinterest

Reviews, get directions and information for Investors Group Financial Services

About

Executive Financial Consultant, Investors Group Financial Services Inc.

Story

At Investors Group Financial Services Inc., we create wealth, retain and secure peace of mind for clients. We will act with integrity and deliver the highest quality service at all times. Bring us your dreams and we’ll help you get there

Your written plan 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.

The planning process begins with you in mind.

•STEP 1: a meeting to discuss your goals and objectives.

•STEP 2: a financial review where we gather data and conduct a personal financial review using our comprehensive investment questionnaire and other data-gathering tools and resources.

•STEP 3: analyzing data using our own sophisticated, proprietary financial planning and Symphony Strategic Investment PlanningTM asset allocation software to provide potential strategies and recommendations based on numerous scenarios and projections in consultation with you.

•STEP 4: preparing your written plan – this is presented with our recommendations and an explanation of projections and how to best get you from here to there.

•STEP 5: the implementation of your plan.

•STEP 6: regular reviews.

Address: 1743 Lansdowne St, Peterborough, ON K9K 1R3, Canada
Phone: (705) 876-1282
State: Ontario
County: Peterborough County
Zip Code: K9K 1R3



related searches: Investors Group contact, Investors Group login, Investors Group mortgage, Investors online login, IGM Financial, Investors Group solutions banking login, IG Wealth management pyramid scheme, Investors Group Financial Services Inc address
Similar places near
Kawartha Credit Union Kawartha Credit Union 271 miles Just opened a new account there today. The inside is lovely with a gas fireplace in t...
TD Canada Trust TD Canada Trust 2 km Not liking the new deposit of cash in the bank machines. I tried depositing cash whic...
Cash 4 You Cash 4 You 3 km
HollisWealth Advisory Services Inc. HollisWealth Advisory Services Inc. 3 km Always helpful and knowledgeable.
Community Futures Peterborough Community Futures Peterborough 5 km I've loved working with CFP! They have such a wonderful team; so friendly and knowled...
Cash 4 You Cash 4 You 5 km This business harasses people. They allowed another person to use my phone number on ...
Freedom 55 Financial A Division Of London Life Insurance Company Freedom 55 Financial A Division Of London Li... 5 km Five stars for wonderful business practices.
Farm Life Financial Planning Group Farm Life Financial Planning Group 5 km Darrell Wade and the entire team at Farm Life Financial and Park Place Financial are ...
Comment on this business

to add Investors Group Financial Services map to your website;