What Services Does Investors Group Offer?


Quick Answer

Investors Group offers clients a variety of services geared towards managing and growing personal wealth, including investment guidance and execution, retirement planning and home mortgages, as of 2015. The company also aids clients in tax and estate planning, including filing and drafting the appropriate legal documents, and in choosing the appropriate insurance coverage.

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Full Answer

Investors Group specializes in investment management, which involves working with a financial adviser to assess the client's available funds and the current state of her investments. The planner reviews the clients stock portfolio and other holds, makes suggestions and carries out actions on the client's behalf. The company also helps clients create robust and diverse retirement plans, which may incorporate investment plans such as IRAs or the management of a company-funded 401(k) plan. Clients can also able to work with the company to understand available mortgage options, fill out the appropriate paperwork and choose the best terms.

Investors Group works with each client to prepare the appropriate tax documents for all financial activities, including reporting interest on accounts and filing for exemptions from different business earnings. It also helps clients establish wills, set up trust funds and perform other estate planning activities to ensure that the client's beneficiaries receive the proper compensation in the event of death. The company also advises clients on the best insurance plans.

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