about investors group

11
A personalized approach to financial planning designed to help you prosper now and over time.

Upload: tubesock

Post on 16-Jan-2015

577 views

Category:

Documents


0 download

DESCRIPTION

About Investors Group- A financial planning firm.

TRANSCRIPT

Page 1: About Investors Group

A personalized approach

to financial planning

designed to help you

prosper now and over time.

Page 2: About Investors Group

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.

Page 3: About Investors Group

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

Page 4: About Investors Group

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

Page 5: About Investors Group

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

Page 6: About Investors Group

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

Page 7: About Investors Group

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.

Page 8: About Investors Group

Together, we will…

Face realities and find opportunities based on yourLifestyleIncome needsAssets, liabilities and obligations

And help you finance what you want in life

Page 9: About Investors Group

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

Page 10: About Investors Group

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

Page 11: About Investors Group

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