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Investors Group Inc
Investors Group Inc. began in 1926 and today is one of the top providers of financial services in Canada. With over 4400 consultants we serve over a million clients. We manage assets in excess of $100 billion nationally making us one of the largest asset managers in Canada. However, this is only a part of what we do. As advisors, we create an individual plan for each and every one of our clients based on their personal goals and concerns. For the business owner, we provide advice on group benefits, tax efficiencies, insurance and a host of other services for their unique situation.
Our practice, consisting of IG consultant Ian Barrett, CA, CFP, and associate consultant Roxanne Barrett, BSN, CIP, has over 20 years experience in the financial services industry. We specialize in the unique needs of professionals and business owners and customize plans with your specific vision in mind. With Investors Group, you get the assurance of a complete range of plan services designed to help you every step of the way. Think of us as your financial support team for your investments, tax, retirement, and group benefit planning.
Team Barrettis very pleased to be a member of NATI. The exciting and fast growing technology industry in Newfoundland is facing recruiting and retention challenges, and we would like to help. Providing group benefits is an excellent way to attract and retain quality employees.
"Next to salary, employee benefits coverage is the most important tool in attracting and retaining key staff." The Globe and Mail, Report on Small Business. We provide complimentary assessments on new and existing group plans. If you already have an amazing plan in place - we will tell you just that and at least you know that your plan is working for you. For everyone else, we will provide insight on new products, services, or rate reductions that can be applied to your plan.
We also offer individual financial planning to each member of NATI and their team. This may be something as simple as reviewing the best mortgage option or as complex as an estate plan involving the succession of a multi-million dollar company with hundreds of employees.
Whatever the need, we have specialist in place to provide sound advice resulting in the best solution for you.
T: (709) 753 - 4300
C: (709) 727 - 3916
F: (709) 754 - 0198