Expert advice from experienced professionals

Our team is committed to providing you with the superior wealth management that is Investors Group Private Client. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short and long-term needs.

We work with Investors Group experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you.

We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.

Meet our team

Rob was an invaluable resource to me in solidifying a financial plan that kept my mind at ease through the recent financial crisis.  I would recommend him to anyone who wants a responsive, knowledge, and truly caring advisor who will stick with you for the long run!

Value of the Plan

Throughout their lifetime, we believe that everyone can benefit from financial planning. Listen to clients tell their stories, in their own words, of how they grew their wealth with our help.

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Introduce us

Do you know someone who could benefit from our services? Introduce them to us. We'd be happy to help.