Planning Process. This presentation outlines how we get results for you and your family. If you are tired of having more questions than answers, give me a call. 403 220-9654.

2. Strength and stability
3 Canadian pioneer in financial services
since 1926
3 Serves approximately one million
Canadians
3 More than 400 offices from coast to coast
3 A member of the Power Financial
Corporation group of companies
3 One of Canada’s largest money managers
Long-term mutual fund assets
MONTRÉAL
DUBLIN under management 96.2
104.7
WINNIPEG At December 31, 2010 ($ billions)
TORONTO HONG KONG
63.0
50.2 52.6
46.2
32.5 35.4
22.5 26.4
AGF INVESCO DYNAMIC BMO CIBC FIDELITY TD CI RBC IGM*
* Includes Investors Group, Mackenzie Financial Corporation and Counsel Portfolio Services Inc.
Source: The Investment Funds Institute of Canada (IFIC), 2010

3. Complete financial World-class relationships
services for individuals
and corporations
Short-term Products & plans
3 Chequing 3 Mutual funds
3 Savings 3 RRSPs
3 Credit cards 3 RESPs
3 Tax-Free Savings
Lending Accounts (TFSAs)
3 Mortgages 3 GICs
3 Loans 3 Annuities
3 Lines of credit 3 Registered Retirement
Income Funds (RRIFs)
Income protection
3 Guaranteed
3 Life insurance Investment Funds (GIFs)
3 Accident/sickness 3 Tax-advantaged funds
3 Critical illness 3 Individual pension plans
3 Long-term care 3 Group retirement services As of May 2011
3 Health and dental 3 Brokerage services through
3 Group insurance Investors Group Securities Inc.

4. 3 Providing for family members
Most Canadians face – one in 10 boomers with children are also
providing some type of support to aging
financial challenges parents, as well as looking after their
own needs i
3 Low retirement income 3 Paying too much tax
– 46% of Canadians surveyed agree that
– 87% of Canadian boomers feel they are
reducing the amount of taxes they pay is
not ready for retirement ii
an important immediate financial goal
13% Extremely ready 3 Protecting yourself and your loved ones
34% Somewhat ready
– just over one in four of today's 20-year-olds
iii
will become disabled before they retire
32% Not sure
3 Managing personal balance sheet
12% Not particularly ready – one in three Canadians with debt admit
iv
to losing sleep over their debt load
9% Not at all ready
3 Choosing the right advice and best
financial vehicles
– households without an advisor
36% of surveyed boomers said that if they could – have less investable assets
go back and do it again, they would start saving – are less likely to take advantage of RRSPs and
for retirement earlier.* TFSAs as those with an advisor v
Source: PMG Intelligence “Canadian Boomers and the New Retirement” 2009 Statistics shown represent responses from i Investors Group’s “Boomers on call survey,” Sept/Oct 2009, online survey conducted by Harris/Decima
survey participants aged 45 to 70 who indicated they were not yet retired to the following question: “Thinking of everything
ii Ipsos Reid, Canadians & Financial Advice, February 2011
about the time of life called retirement, including social, health, financial, recreational and other issues, how ready are you
iii Council for Disability Awareness, 2010
for retirement?”
iv Investors Group’s “Gain and pain poll,” April/May 2011, online survey conducted by Harris/Decima
* Investors Group’s “When I’m 65 Poll,” Oct/Nov 2010, online survey conducted by Harris/Decima v Ipsos Reid “Canadian Financial Monitor”, special analysis for IFIC, 2010

5. The value of advice
Household age Household income
3.2x 2.7x 5.3x 4.1x 4.6x 6.8x 3.7x 1.6x
Average investable assets
Average investable assets
$79,074 $140,155 $246,752 $272, 761 $125,348 $197,273 $164,542 $214,587
$24,787 $51,649 $46,462 $66,064 $27,104 $29,119 $44,103 $138,358
45 and under 45 – 54 55 – 64 65 and over $35,000 – $54,999 $55,000 – $69,999 $70,000 – $99,000 $100,000 or more
Age of head of household (2009) Household income (2009)
no advice National data shows that Canadians at no advice
with advice any age and income level can benefit with advice
from having a financial advisor.
Source: Ipsos Reid ‘Canadian Financial Monitor’, special analysis for IFIC, 2010 Source: Ipsos Reid ‘Canadian Financial Monitor’, special analysis for IFIC, 2010

6. Keeping up takes time We take the time
3 Increasing rate of change 3 Our purpose is to
3 Financial services are complex – analyze
3 Government legislates changes – explain
3 Career and personal demands take priority – advise
– solve financial problems
No one has taken the time to explain, in understandable
terms, how to pull everything together!

7. Our approach is unique...
APPROACH
recognizes individual
3 Recognizes individual differences differences
3 Is co-ordinated and flexible
3 Provides a Personal Financial Program 3 We know that financial
3 Faces realities and finds opportunities independence is:
– different things to different people
– getting the things you want
– doing the things you enjoy
– based on your lifestyle

8. is co-ordinated provides a Personal
and flexible Financial Program
3 Helping you set financial goals
Short-term Income & asset
reserve protection 3 Taking advantage of tax-saving opportunities
Insurance
Planning for emergencies For you and your planning* 3 Ensuring your investments reflect your personal
and opportunities dependants in case of:
Cash – Premature death Estate financial goals
Developing a
management* financial reserve – Disability, critical illness planning*
– Long-term care Investment
Education planning* Financial independence depends on you –
planning Moderate-term Longer-term Tax not the company, government, relatives
goals goals planning* or friends!
Educate my children Financial independence Retirement
planning*
A part of all you earn is yours to keep.
Purchase a home/cottage Retire comfortably
Leisure activities Perserve my estate
The Investors Four Cornerstones Philosophy™
is the foundation for financial independence.
* Six disciplines of financial planning

9. faces realities and
finds opportunities 3 Unplanned events
– losing a job
3 Planned events – divorce
– going to post-secondary school – receiving an inheritance
– getting your first job – winning a lottery
– getting married – accident or illness
– buying a home – caring for a loved one
– raising a family – death of a loved one
– starting a business
– changing careers
– saving for retirement
– selling a business
– living in retirement
– planning your estate
Throughout their lifetime, everyone
can benefit from financial planning.

10. Professional and 3 We establish and maintain continuity of
personal service by providing a
personal service – realistic financial plan
– regular review and update
3 Access to a team of specialists
– through the – through head office
region office – Retirement planning
– Securities – Estate planning
– Banking and mortgage – Tax planning
– Insurance – Risk management
– Investment planning
– Product support
– Client administration
services and support
– Technology support
asure
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ati
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rent cas ected to Flow
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orth
Net W
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ws
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orth
Net W
ies
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– know where you stand
97
Assets $214,7
56
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Cash $21,18
1
5
Income $62,60
00 Expenses 5
$520,0 Lifestyle $26,25
00 s $2,188
orth $170,0 Saving es
Net W sets* $600,0
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– plan to reach your goals
– stay on track

11. Investment products and services are offered through Investors Group Financial Services
Inc. (in Québec, a Financial Service Firm) and Investors Group Securities Inc. (in Québec,
a firm in Financial Planning). Investors Group Securities 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 distributed through I.G. Insurance Services Inc.
(in Québec, a Financial Services Firm). Insurance license sponsored by The Great-West
Life Assurance Company (outside of Québec).
Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee.
Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be
referred to a Mortgage Planning (Agent) Specialist. *In the Province of Ontario, Mortgage
Brokerage Licence #10809, Mortgage Administrator Licence #11256.
Commissions, fees and expenses may be associated with mutual fund investments and
the use of Symphony Strategic Investment Planning™. Read the prospectus and speak
to an Investors Group Consultant before investing. Mutual funds are not guaranteed,
values change frequently and past performance may not be repeated. Symphony is an
asset allocation service which provides a strategic approach to investment planning
relating only to Investors Group mutual funds.
Trademarks of financial partners appear with their specific approval.
Banking products and services are distributed through Solutions Banking™. Solutions
Banking products and services are provided by National Bank of Canada.
™ Solutions Banking is a trademark of Power Financial Corporation. Investors Group
and design are trademarks owned by IGM Financial Inc. and licensed to its subsidiary
corporations. National Bank of Canada is a licensed user of these trademarks.
™ Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.
C3146 (09/2011-PW)