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Harris Beattie MacLennan and Company Ltd.
Distance: 2.1 Mi1741 Brunswick St.
B3J 3X8 Halifax -
Belmont Health & Wealth
Distance: 2.7 Mi33 Alderney Drive, 7th Floor
B2Y 2N4 Dartmouth -
Strategic Wealth Planning Inc.
Distance: 2.8 Mi150-33 Ochterloney St
B2Y 4P5 Dartmouth -
The Moore Wealth Group
Distance: 2.9 Mi71 Portland Street
B2Y 1H5 Dartmouth -
Atlas Estate Planning Services Ltd.
Distance: 2.9 Mi319 Langbrae Dr
B3S 1K5 Halifax
Anjali Jensen
- 7001 Mumford Road
- Halifax, Nova Scotia
- B3L 4N9
- Phone: 902-423-8294
- Fax: 902-423-8187
- Website
Description
To help you effectively manage your practice, we provide you with a full suite of tools including personal financial planning software, client information databases, online client view, and contact management software. We have an in-house website packed with information, resources and marketing strategies, client and prospect materials, and a comprehensive tax reference library.
We have industry-leading investment tools and knowledgeable people who support our Consultants as they advise our clients. Whether it is the various aspects of an investment portfolio or complex tax, and estate planning matters we provide a full suite of training, resources and dedicated experts. With Investors Group you never go it alone.
Investors Group training is among the very best, and it is available to you at all stages of your development. We provide you with leading-edge technology, industry experts, and programs and tools to meet the complex challenges of a successful financial planning practice.
As an Investors Group Consultant, you can apply for funding for local causes and events that you support. Through the initiative and caring of Consultants coast to coast, Investors Group helps support a wide-range of organizations and events. Our corporate citizenship is a hallmark of our company and we are proud to support the volunteer and charitable efforts.
Investors Group is a part of IGM Financial , and a member of the Power Financial Corporation group of companies , one of Canada’s largest and most respected corporations. When you choose us, you enter into a relationship with an industry leader that Canadians have trusted for more than 80 years.