Synchronize Your Investments Now
Start with RRSPs & End with Confidence in Your Financial Future.
Investors Group can help
We provide a synchronized plan with clear financial guidance
Clear advice helps you make financial decisions that put you in control and prepare you for life events, from marriage and children, to caring for elderly parents, to retirement and leaving a legacy. We get to know you and your goals to understand your entire financial picture. A synchronized plan covers your entire financial life — mortgages, insurance, investment, retirement, tax and estate planning.
We bring solutions that focus on all your diverse needs
Individuals and families have different needs. Whether you’re saving for a home, investing for your children’s education, taking care of parents or preparing for retirement, our advisors have the experience and knowledge to understand you. A good plan helps you make financial decisions that focus on what you really need to achieve what you want. A goal without a plan is just a dream.
We manage your investments with total focus on your financial goals
Not everyone has the same tolerance for risk; not everyone shares the same financial goals. We pay attention. Our team has the most Certified Financial Planner designated advisors in Canada and all our advisors can provide the custom solutions you need. We listen, so you can be comfortable with your financial decisions today and develop the tomorrow that you want for you and your family.
We shape strategies that align with your values and the legacy you want
We all want to make a difference while we’re here and most of us hope to be remembered well afterward. An advisor can help you turn your ideas and vision for the future into reality with a synchronized plan that reflects your values. We will establish, enhance and protect your legacy by guiding your financial decisions so that your investments work for you and the future you want.
Trigger accrued losses—Your advisor can help decide which is better: to hold on or sell holdings that dropped in value.
Capital gains treatment—With the right timing, you can minimize tax bills by selling investments … or waiting.
RRSP contribution room — Contribute on time, within 60 days of New Year’s Day, and consider topping up your RRSP.
Income-splitting—There are ways … set up a spousal loan or spousal RRSP, transfer assets to kids, and more.
Tax-free savings account—TFSA investment income and withdrawals are tax free, a great way to save and profit.
Donations—Do well and do good by earning tax credits for donating cash or securities to charities.