Our philosophy

Your values define who you are and what you believe, and, most importantly, how you choose to live your life.

For 90 years, we have firmly believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.

A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. As the number of options for investing increases, so does the volume of information that is available about financial matters. With all this information overload, advice has never been more important.

Our advice is delivered through your personal advisor, who will keep you focused on the big picture and your long-term plan. A plan that will help you provide for the people you care about… now and over time.

This clear commitment to our clients leads our company’s vision statement:

Our vision is to improve our clients’ financial well-being.

At Investors Group:

• We relate to our diverse clients through comprehensive planning
• In all of our endeavours, we are diligent in our efforts 
• We respect each other and the communities we serve by being people who care 

Our advisors commit their time to developing a relationship and using their expertise to create a personalized approach to help you plan for today and tomorrow.

In the community

Our long heritage of community involvement, corporate funding, and project initiation by many of our people has created a strong corporate culture of caring.

Our commitment includes:

• Being a founding member of Imagine Canada. 
• Over $6.8 million in donations to over 1,600 organizations across Canada in 2015. 
• A corporate partnership with Volunteer Canada that spans over 17 years. 

We have a long history of attracting people who are ambitious and people who care for those they serve, which translates into a deep interest in community needs. When you combine these characteristics, you end up with a strong sustainable focus on corporate citizenship!.