about investors group
DESCRIPTION
About Investors Group- A financial planning firm.TRANSCRIPT
A personalized approach
to financial planning
designed to help you
prosper now and over time.
Almost 80 years experience serving investors
Comprehensive investmentmanagement expertise
$42 billion in assets under management
More than 100 officesfrom coast to coast
A member of the PowerFinancial Corporation Group of Companies
Investors Group: A wealth of experience and expertise
POWER FINANCIAL CORPORATION
GREAT-WEST LIFECO INC.
IGM FINANCIAL INC.
LONDONLIFE
MACKENZIE INC.
GREAT-WESTLIFE
IPC FINANCIAL NETWORK INC.
CANADA LIFE
INVESTORS GROUP
INC.
INVESTORS GROUP
FINANCIAL SERVICES
INVESTORS GROUP SECURITIES INC.
Not enough retirement income 60% of Canadians surveyed worry about having enough retirement income!*
Staying afloatBills, credit cards, mortgage, car payments – managing debt is a major concern.
SavingsIndividuals believe they could be saving more for retirement.
Providing for othersNot only must we watch out for our children’s futures, but ourselves, and our parents!
Most Canadians face financial challenges
Out of 2320 Canadians surveyed, 4 major challenges emerge:
* Source: IPSOS Reid Affluent Canadians 2003
60% Retirement
19% Cash management and debt
16% Increase savings/early retirement
5% Provide for others
75% of Canadians also feel they are paying too much tax
New products
New information sources
Changing legislation
Globalization impacts
Your personal needs and career demands take priority.
And keeping up takes time!
Capital Gains
Foreign CurrencyImpacts
Risk
InterestRates
Inflation
Global InvestmentOpportunities
To ask the right questionsWe take the time to understand what is important to you…today and in the future
To make it easy to find good answersWe are backed by a team of investment, insurance, mortgage, tax and estate planning specialists
To design a financial plan that meets your needs We provide complete Financial Solutions that deliver peace of mind and security
At Investors Group, we take the time…
Inflation
Capital Gains
Foreign CurrencyImpacts
Risk
InterestRates
Inflation
Global InvestmentOpportunities
Together, we will explore…
Your financial goals and objectives, hopes and fearsfor your retirementfor your familyfor your future
Your time frame for achieving these objectives
Your current financial pictureYour income, savings, investments, insurance, taxes,obligations, questions and frustrations
Together, we will find opportunities…
Are your investments suitable for your goals?
Can you pay less tax?
Will you have the income you need to retire and do the things you want to do?
Can you retire when you want to?
Do you have the right amount and types of insurance?
Will your estate transfer efficiently and tax-effectively?
Do you have control over your income?
1. Tax planning2. Estate planning3. Insurance planning4. Cash Management5. Retirement planning6. Investment planning
1. 2.
3.
4.5.
6.
Together, we will…
Face realities and find opportunities based on yourLifestyleIncome needsAssets, liabilities and obligations
And help you finance what you want in life
When you succeed, we succeed
We’ll create a realistic plan
We’ll manage your investments with a long-term perspective designed to complement your comfort
for risk, goals for growth and objectives of your plan
We’ll help you implement the plan on a systematic basis Responding to changes in your personal and financial situation Reviewing your overall financial picture regularly Adjusting the allocation of your assets if needed
At the core of every successful financial plan
Canada’s most experienced investment management company
Exclusive access to Investors Group funds
World class money management expertise
Disciplined investment process
Global connections, local expertise
Scientific portfolio construction
Stability
Strength
Performance
Investors Group Investment Management
Coupled with a product shelfdesigned for diversity
InvestmentsMutual FundsSegregated Funds*Managed Asset ProgramTax Advantaged FundsRRSPs, RRIFsRESPsGICs, AnnuitiesBrokerage Servicesthrough Investors Group Securities Inc.
Insurance*
LifeDisabilityCritical IllnessLong Term CarePersonal Health Care
Strategic Investment PlanningSymphonyTM
LendingMortgagesLoans, Lines of Credit**
Banking**
Chequing, SavingsCredit Cards
Insurance products and services offered through I.G. Insurance Services Inc. (in Quebec, a financial services firm). Insurance license sponsored by The Great-West Life Assurance Company (outside of Quebec). ** Banking products and services are provided by National Bank of Canada.™Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.
C3198 (09/2006-W)
World-Class Choices - As at September 2006