“What’s Your Story”
While you Steer your Career or Business
Who’s Steering your Finances?
Changes in the financial world happen fast. Filtering through the noise and anticipating market fluctuations is job that no hard-working professional has time for. While you dedicate your time to professional growth in your field, the Remy Investment Group will stay at the front lines of your financial plan, and help you reach sustainable growth with a complete wealth management strategy.
Financial management has become increasingly complex. With so many different aspects of personal professional finance to manage it is essential to have a full team of experts handling the specialized details of your tax, estate, investment, transitioning, cash flow considerations and ESG screening.
Responsible Investing; Transition Strategies; Investment Strategies; Estate Management; Tax Strategies and Genuine Communications.
Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Other
Provinces Licensed In
- Ontario
- Saskatchewan
- Alberta
- British Columbia
- Manitoba