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

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.

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

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

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
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rrif

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds
Read more

Contact Us

Contact Us
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