1. How we work
We will begin with an in-depth discussion to
explore your goals and objectives, your current
financial picture, your comfort level with risk
and the time-frame for reaching your objectives.
We will work with you to create a plan that works. HAMID POURKASRAEI
In essence, our goal is to ask the right questions Consultant
and help you sort through the options and find hamid.pourkasraei@investorsgroup.com
the solutions best for you. We’ll schedule a (604) 986-1200
series of reviews and tap in to a wide range of
highly qualified experts in investment, tax and
retirement planning at Investors Group. Your
plan will be as unique as you are.
The plan is just the beginning
We will stay in touch with you regularly to
review your financial situation and respond to
changes in your life. If needed, your assets may Fulfill Your Goals
be adjusted to make sure they are still in line with The Plan by
with your financial needs.
Investors Group™
5
HAMID POURKASRAEI
Consultant
™ Trademarks owned by IGM Financial Inc. and licensed to its subsidiary corporations.
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).
Commissions, fees and expenses may be associated with mutual fund investments.
Read the prospectus before investing. Mutual funds are not guaranteed, values
change frequently and past performance may not be repeated.
Written and published by Investors Group as a general source of information only. It
is not intended as a solicitation to buy or sell specific investments, nor is it intended
to provide tax, legal or investment advice.Written and published by Investors Group
as a general source of information only. It is not intended as a solicitation to buy or
sell specific investments, nor is it intended to provide tax, legal or investment
advice. Readers should seek advice on their specific circumstances from an
Investors Group Consultant. Readers should seek advice on their specific
circumstances from an Investors Group Consultant.
“Fulfill Your Goals with The Plan by Investors Group™” Investors Group Financial Services Inc.
© 2011 Investors Group Inc. MP1001S (04/2011)

2. FAMILY WEALTH SERVICES
“Our mission is to understand 3 Managing day to day 3 Planning for the unexpected
your family goals and create Almost everyone goes through a stage in their life What would you need in the case of an
a solid plan to help you get there.” when they use debt to help meet their needs. Are emergency? Would your family be taken care
you better off saving for your needs or borrowing? of financially? How do you cover any gaps that
How do you pay your bills and invest too? What your current insurance doesn’t meet? What
really matters is a plan that fits your life. Every- are the tax consequences? We can review
one’s situation is different so we will provide a these and other financial considerations to
cash flow analysis and help you to identify changes ensure that you and your family are prepared
that could benefit you and your family. Together, for any situation.
we will create an achievable, detailed plan that
works for you. 3 Asset allocation to manage investments
Are you taking advantage of proven strategies
The Plan by Investors Group™ 3 Education planning like “asset allocation” and “dollar cost averaging”?
The age of empowerment. Anywhere you How much will a degree cost when your child Does your investment plan balance risk and
turn—the internet, media, the coffee shop next goes to post-secondary school? How can you take return? We will work with you to customize an
door—there’s always one more word to be said advantage of extra government grants? Are you investment portfolio to meet your personal
about how to do it well, how to do it fast and saving enough to meet your children’s needs? financial needs.
how to do it yourself. The reality is most people And, if you’ve already started investing for your
don’t have the resources to assess thousands of children’s education, is it well invested?
mutual funds, to pick a winning stock or
evaluate various investing strategies. 3 Helping you to pay less tax
From annual tax filing tips to complicated tax
It’s never been more important planning strategies, we will be able to incorporate
to work with a financial professional the latest tax strategies into your long-term finan-
By working with us, your plan will include cial plan. We will focus on your current income
a complete review of your investment, tax, structure, eligible tax credits and investment
retirement and estate needs. We will build a planning options that can improve your situation.
specialized plan to fit where you are in life,
your personal financial situation and 3 Planning toward retirement
your goals. The most pressing retirement questions on your
mind: Are you saving enough? What will your
plan be worth? Can your retirement plan beat
inflation? Are you getting all that you can from
your RRSP? Together, we can help you to estab-
lish realistic goals to create an achievable,
detailed plan that works for you.