What does your future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Family Wealth Group and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

Our Team


Rob Harder, MBA, CFP®, CIM, FEA

Investment Advisor

Jennifer Fey-Janzen

Implementation Specialist

Whether you’re just starting to think about your financial future, or you’re well on your way and want to make sure that you have everything covered, consider using our quick assessment tool. It will help you evaluate your current situation and help identify areas where you may need additional support.

 

 

We are here to help you every step of the way, so reach out to us to discuss your assessment results and together we will build a strong financial plan that is right for you.

Contact Us Today!

Cost of Advice

Cost of Advice
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Value of Advice

Value of Advice
Value of Advice
 

Market Monitor

Listen to insights from our market specialists  

 

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Has the pandemic changed your financial priorities?

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their finan
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24 November, 2020

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements.
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Estate Planning

1 October, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
Read more

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