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Investors Group
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Financial Planning > What sets us apart > Your Financial Planner

The Plan?

Our Promise

At Investors Group we are committed to building personalised solutions on an individual basis. We nurture relationships by working with clients and guiding them through their financial life. And, we've been doing this for over 75 years. At Investors Group our clients are not an account, or a number. They are people, members of our community.

The Plan

Your Consultant will take the time to get to know you. He/she will take the time to listen and help articulate your dreams, goals and concerns. They will take the time to work through the options and possibilities, to build a personalised approach that is right for you.

Our Consultants receive extensive training, placing them among the most knowledgeable and well-trained in the industry. As a company, we support our Consultants in attaining the prestigious Certified Financial Planner designation through the Financial Standards Council or the Planification financière through the Institut québécois de planification financière in Quebec. To meet your needs, our Consultants keep abreast of the increasing changes in the financial services industry and have access to a wide range of highly qualified experts who are all committed to working together for you.

The Plan is just the beginning

Your Consultant will stay in touch with you regularly to review your financial situation and help you respond to changes in your life. They will take the time to revisit the strategies and plans for achieving your goals and help you retune them as required, so they can withstand the test of time.

Investors Group Consultants are committed to enduring relationships - relationships that last because we are people who care.

In British Columbia and Quebec, not all Investors Group Consultants are qualified to be 'financial planners' for regulatory purposes.

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