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Financial Planning

Financial management: a family matter

Submitted by Agrawal Associates on May 2nd, 2018

May 3, 2018

Every family member has a role to play in understanding family finances and the importance of budgeting.

Tags:
  • family
  • Financial Planning
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Tax season: let’s get prepared

Submitted by Agrawal Associates on March 2nd, 2018

Feb. 27, 2018

Tax season is often one of the most groaned about times of year. Everyone is trying to find time in their daily lives to gather all of the paperwork together for a quick and efficient return.

Tags:
  • Budgeting
  • Financial Planning
  • Income Tax
  • Tax season
  • Taxation
  • Read more

How financially prepared are you?

Submitted by Agrawal Associates on January 31st, 2018

Jan. 29, 2018

Take some time to update and plan your finances so that you can stay on track for the year ahead.

Tags:
  • Budgeting
  • Financial Planning
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  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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