VanderBoom Team, Investors Group Finanical Services Inc. on Our Okanagan:

 

 

There are many things that set us apart in the world of financial planning. One main uniqueness is our Team approach. Our clients have four team members working for them and looking after their overall financial plan. As a diverse team that works with a diverse group of clients we can ensure all needs are being looked after in a timely fashion.

Our clients have access to the teams expertise and insight of specialties in advanced financial planning, insurance, mortgages and securities.  We take a proactive interest in helping people achieve their most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning at Investors Group, we help keep them abreast of increasing changes in the financial services industry.

Our planning recommendations go beyond investment choices; they identify:

• Cash management Solutions
• Options to save for important life goals such as a granchilds education, a new house or a cottage
• Retirement Planning Strategies
• Estate Planning ideas
• Strategies to minimize your income tax burden

Working with us, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions. We will take the time to get to know you and devise a written plan that will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events.

Now more than ever, you need a financial plan in writing - one that meets your unique needs, keeps you on track and provides important peace of mind.

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