Economic Risk Factor Update: April 2024 [SlideShare]
Qualifying Presentation
1. Investors Group Financial Services Inc.
3 A personalized approach
to financial planning
designed to help you
prosper now and over time.
SALOMON KAHAN VILENSKI
Consultant
salomon.kahanvilenski@investorsgroup.com
(604) 455-1430
STE 100-8837 201 ST
LANGLEY, BC
V2Y 0C8
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 Institutions
GREAT-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. Creating the freedom to
retire on their own
schedule is an important
financial goal
3 Retirement income
25% 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
ready
5% 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, 2008
Statistics shown represent responses from survey participants aged 45 to 70 who indicated they were not yet retired to
the 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. 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 Capital
Opportunities Gains
Inflation Interest
Rates
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
Risk
Foreign Currency We are backed by a team
Impacts 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. Together, we will explore…
Your financial goals and objectives,
hopes and fears
3 for your retirement
3 for your family
3 for your future
Your time frame for achieving these objectives
Your current financial picture
3 Your income, savings, investments,
insurance, taxes, obligations, questions
and frustrations
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 planning
3 Can you retire when you want to? 2. Estate planning
3 Do you have the right amount and types 3. Insurance planning
of insurance? 4. Cash Management
5. Retirement planning
3 Will your estate transfer efficiently and
tax-effectively? 6. Investment planning
3 Do you have control over your income?
8. Together, we will…
Face realities and find opportunities
based on your
3 Lifestyle
3 Income needs
3 Assets, liabilities and obligation
And help you fulfill your goals for life
9. When you succeed,
we succeed
We’ll create a realistic plan
We’ll manage your investments with a
long-term perspective designed to complement
your comfort for risk, goals for growth and
objectives of your plan
We’ll help you implement the plan
on a systematic basis
3 Responding to changes in your personal
and financial situation
3 Reviewing your overall financial picture
regularly
3 Adjusting the allocation of your assets
if needed
10. At the core of every
successful financial plan
3 Canada’s most experienced Investors Group
investment management company Investment Management
3 Stability
3 Exclusive access to Investors Group funds
3 Strength
3 World class money management expertise 3 Performance
3 Disciplined investment process
3 Global connections, local expertise
3 Scientific portfolio construction