How we can help you

Benefit from our experience

Our synchronized financial planning always takes the context of the rest of your life into account – things like your goals, your concerns, and your dreams.

Our recommendations go beyond investment choices

We take the time to get to know you, regularly review your situation, and help you respond to changes by revisiting strategies and plans and adjusting them as needed.

Investment solutions

Managed assets

A comprehensive investment management program that’s ideal for high net worth investors who don’t have time to manage their own portfolios.

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Portfolio funds

These funds are perfect for first-time investors, or for those who don’t have the time to manage their own portfolios.

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Mutual funds

Our balanced mix of fixed income, Canadian, U.S. and international equity mutual funds can help you reach your financial goals.

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Corporate Class Portfolios

Our Corporate Class Portfolios™ let you create tax-efficient cash flow each month outside of your RRSP or RRIF.

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Socially responsible investing (SRI)

Our Summa Fund provides a socially responsible investment designed to fit your financial goals, as well as your personal values.

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Charitable Giving Program

Our Charitable Giving Program™ makes it easy for you to give to a charity, make a difference and leave a lasting legacy.

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Brokerage services

Investors Group Securities Inc.

We offer a range of brokerage investment products in both Canadian and U.S. currencies, for maximum flexibility in your financial plan.

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Guaranteed Investment Certificate (GIC's)

Guaranteed Investment Certificates (GICs)

GICs offer a fixed rate of interest for a specific period of time, and both the principal and interest payments are guaranteed.

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Common questions about investments