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Investors Group Financial Services Inc.

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21 King St W, Kawartha Lakes, Ontario, K0M 1A0, Canada

(705) 738-2422 advisor.investorsgroup.com/en/janice_mcinroy

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Brittany Bagshaw

Jul 23, 2018

HIGHLY recommend Adam! He made paying off our debt and managing our finances so much easier! Handling finances can be a challenging struggle, he made everything so easy to understand and talked at our level, no corporate jargon no one can understand! We have had bad experience in the past dealing with financial planners. I couldn’t be more thankful Adam was recommended to us! He set us up with the best life insurance policy and took the time to sit down with us based on my family’s schedule to go over every detail and find out the best match for us and our family’s needs! Friendly, trustworthy, timely, professional..are just some of his many qualities!!

Sara Anthony

Jul 11, 2018

I've been working with Adam for 3 years now and it has been a great experience. With his help I was able to make a plan with my savings that allowed me to pay off my OSAP only a few months after my graduation. I would absolutely recommend his services!

Bryan York

Jan 4, 2018

Working with Adam has been an excellent experience! We came to him with many pieces of what we thought were our plan, and he helped us make sense of where we were today and helped us grasp how we could get to where we wanted to be in the future. With a desire to learn about our current financial position and what we wanted for our future goals, he was able to structure a real actionable plan that actually fit our budget and demonstrates how we'll grow to where we want to be. Adam is always available to run decisions by or bounce ideas off of - and you can expect opinions and suggestions with true honesty and integrity supporting them. I'm happy we started working with him, and highly recommend his services to anyone.

Jenna Pletzer

Dec 28, 2017

I have had an amazing experience with Adam since we started together. I have been able to pay off my student loans and save for a down payment on my condo within a very short period of time. He helped me budget properly and invest my money into the right areas to meet all my goals. He is not only looking at my short term goals but also saving for retirement, trips, unexpected expenses and even has helped give me options in case I want to move abroad for a year. Any time I have a new goal he helps me figure out what my best options are and how we can do it without having to worry about where the money will come from. I feel so confident with him and have thoroughly enjoyed working with him over the past 4 years. I would recommend him to anyone.

Katie Hackett

Jan 28, 2018

I've known Adam for over 20 years so I can confidently say that he is kind, thoughtful and full of integrity. Over the last few years my husband and I have worked with him as a financial adviser. It's always interesting when you take a personal relationship to the professional realm but we've never once questioned the decision. Adam is a complete professional and we trust his recommendations for our family. He's responsive and willing to help us walk through even small decisions, but we never feel pressured to go with the solutions he proposes for us. I recently was affirmed in our choice to work with Adam because he encouraged us to make a financial decision that we knew would not bring him an immediate pay-off. Thank you Adam!

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