Qualifying Presentation


Published on

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Qualifying Presentation

  1. 1. Investors Group Financial Services Inc.3 A personalized approach to financial planning designed to help you prosper now and over time.SALOMON KAHAN VILENSKIConsultantsalomon.kahanvilenski@investorsgroup.com(604) 455-1430 STE 100-8837 201 ST LANGLEY, BC V2Y 0C8
  2. 2. Investors Group: A wealth of experience and expertise 3 Over 80 years experience POWER FINANCIAL serving investors CORPORATION 3 Comprehensive investment management expertise GREAT-WEST IGM FINANCIAL INC. LIFECO INC. 3 One of Canada’s Largest Financial InstitutionsGREAT-WEST LONDON CANADA LIFE LIFE LIFE 3 More than 400 offices from coast to coast MACKENZIE INVESTORS IPC FINANCIAL 3 A member of the Power INC. GROUP INC. NETWORK INC. Financial Corporation Group of Companies INVESTORS GROUP INVESTORS GROUP FINANCIAL SERVICES SECURITIES INC.
  3. 3. Creating the freedom to retire on their own schedule is an important financial goal 3 Retirement income25% Extremely ready Having enough retirement income is on the minds of Canadians.38% Somewhat ready 3 Staying afloat Bills, credit cards, mortgage,25% Not sure car payments – managing debt is a major concern.7% Not particularly ready5% Not at 3 Savings all ready Individuals believe they could be saving more for retirement. 3 Providing for others Not only must we watch out for our children’s futures, but 3 75% of Boomers do not believe ourselves, and our parents! they are ready for retirement 3 Taxes The Majority of Canadians feel they are paying too much tax.Source: Canadian Boomers and the New Retirement, April, 2008Statistics shown represent responses from survey participants aged 45 to 70 who indicated they were not yet retired tothe following question: “Thinking of everything about the time of life called retirement, including social, health, financial,recreational and other issues, how ready are you for retirements?”
  4. 4. And keeping up takes time… 3 New products 3 New information sources Risk 3 Changing legislation Foreign Currency Impacts 3 Globalization impacts Your personal needs and career demands take priority.Global Investment CapitalOpportunities Gains Inflation Interest Rates
  5. 5. At Investors Group,we take the time… 3 To ask the right questions We take the time to understand what is important to you… Global Investment today and in the future Opportunities 3 To make it easy to find good answers RiskForeign Currency We are backed by a teamImpacts of investment, insurance, Capital banking, mortgage, tax and Gains estate planning specialists 3 To design a financial plan that meets your needs We provide complete Financial Solutions that help you fulfill your goals for life Interest Inflation Rates
  6. 6. Together, we will explore…Your financial goals and objectives,hopes and fears3 for your retirement3 for your family3 for your futureYour time frame for achieving these objectivesYour current financial picture3 Your income, savings, investments, insurance, taxes, obligations, questions and frustrations
  7. 7. Together, we will find opportunities…3 Are your investments suitable for your goals? 1. 2. 6. 3.3 Can you pay less tax? 5. 4.3 Will you have the income you need to retire and do the things you want to do? 1. Tax planning3 Can you retire when you want to? 2. Estate planning3 Do you have the right amount and types 3. Insurance planning of insurance? 4. Cash Management 5. Retirement planning3 Will your estate transfer efficiently and tax-effectively? 6. Investment planning3 Do you have control over your income?
  8. 8. Together, we will…Face realities and find opportunitiesbased on your3 Lifestyle3 Income needs3 Assets, liabilities and obligationAnd help you fulfill your goals for life
  9. 9. When you succeed,we succeedWe’ll create a realistic planWe’ll manage your investments with along-term perspective designed to complementyour comfort for risk, goals for growth andobjectives of your planWe’ll help you implement the planon a systematic basis3 Responding to changes in your personal and financial situation3 Reviewing your overall financial picture regularly3 Adjusting the allocation of your assets if needed
  10. 10. At the core of every successful financial plan3 Canada’s most experienced Investors Group investment management company Investment Management 3 Stability3 Exclusive access to Investors Group funds 3 Strength3 World class money management expertise 3 Performance3 Disciplined investment process3 Global connections, local expertise3 Scientific portfolio construction
  11. 11. Coupled with a product shelf designed for diversityInvestments Insurance World-Class Choices - As at January 2009Mutual Funds LifeSegregated Funds DisabilityManaged Asset Program Critical IllnessTax Advantaged Funds Long Term CareRRSPs, RRIFs Personal Health CareRESPsTax-Free Savings Accounts Lending MortgagesGICs LoansAnnuities Lines of CreditBrokerage Servicesthrough Investors BankingGroup Securities Inc. Chequing, Savings Credit CardsSymphony StrategicInvestment PlanningTMInvestment products and services are provided through Investors Group Financial Services Inc. (In Quebec, afinancial service firm) and Investors Group Securities Inc. ( In Quebec, a firm in financial planning). Investors GroupSecurities Inc. is a member of the Canadian Investor Protection Fund.GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers.Insurance products and services offered through I.G. Insurance Services Inc. (in Quebec, a financial services firm). Insurancelicense sponsored by The Great-West Life Assurance Company (outside of Quebec).Mortgages are offered through I.G. Investment Management, Ltd., Investors Group Trust Co. Ltd. is licensed to lend in alljurisdictions in Canada. Inquiries will be referred to a Mortgage Planning (Agent) Specialist. In the Province of Ontario,Mortgage Brokerage License #10809.Banking products and services are distributed through Solutions Banking™. Solutions Banking products and services areprovided by National Bank of Canada.™Solutions Banking is a trademark of Power Financial Corporation. Investors Group and design are trademarks owned byIGM Financial Inc. and licensed to its subsidiary corporations. National Bank of Canada is a licensed user of these trade-marks.Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investmentsand the use of an asset allocation service such as Symphony™ Strategic Investment Planning. Please read the prospectus ofthe mutual funds in which investment may be made using Symphony before investing. Mutual funds are not guaranteed,their values change frequently and past performance may not be repeated. Symphony is an asset allocation service whichprovides a strategic approach to investment planning relating only to Investors Group mutual funds. Please speak to yourInvestors Group Consultant about how Symphony can be used as part of your overall financial plan.™Trademarks owned by IGM Financial Inc. and licensed to its subsidiary corporations.Trademarks of financial partners appear with their specific approval.© Investors Group Inc. 2009 MP1041S (02/2009-W)