With over 40 years of experience we provide you with professional guidance for your wealth

Our mission is to enrich and empower clients.  We strive to achieve this by providing value and peace of mind through comprehensive planning and professional advice, as well as a commitment to provide superior service.

Meet our team

I was introduced to Fred by a friend who had done very well financially by following Fred’s advice.  Having had disappointing experiences with previous consultants, I was delighted to find someone who had not only a sincere interest in managing my finances but was also able to help me find a balance between my needs and my resources. There is no...

I have been a client since October 2005 and my parents were with Investors Group for many decades.  Fred is professional, attentive and extremely efficient with my requests.  He always makes himself available.  I value Fred’s opinions and sound investment advice.  As my retirement in 2004 did not provide me with a workplace pension income, I rely on my investments.  My retirement...

I have known Fred for close to 10 years and I count Fred as one of my key trusted advisors who I rely on for looking after my family’s financial, insurance and estate planning needs. Fred’s integrity and knowledge is invaluable – his ability to connect with you and find out what your needs are is one of Fred’s natural...

Value of the Plan

Throughout their lifetime, we believe that everyone can benefit from financial planning. Listen to clients tell their stories, in their own words, of how they grew their wealth with our help.

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