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Investors Group Financial Services Inc.

Investors Group Financial Services Inc.

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5.0 Google Review
21 King St W, Kawartha Lakes, Ontario, K0M 1A0, Canada
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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!!

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!

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.

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.

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!

INDUSTRY BLOGS

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

#whiskey #smithville

Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

The Evolution of Whisky: 18th Century Methods vs. Modern Mastery

#whiskey #smithville

Whisky lovers, we've got a treat for you today! We're going on a time-traveling adventure to compare whisky production methods between the 18th century and today. Understanding...

Smithville Whiskey

Famous Women and the Repeal of Prohibition: Evolving Perspectives

#whiskey #smithville

While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

Smithville Whiskey

The Art of Distillation: How it Shapes the Flavour of Whisky

#whiskey #smithville

Hello, whisky enthusiasts! Today, we're embarking on a spirited exploration of one of the most significant steps in whisky-making: distillation. We'll delve into how this intricate...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

Whisky 101: A Light-hearted Guide to the Water of Life

#whiskey #smithville

Welcome to Whisky 101, folks! Today, we're exploring the fantastic world of whisky, whisky, whiskey, and, yes, more whisky! Oh, did I mention whisky? By the end of this tour,...

Smithville Whiskey

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

Smithville Whiskey


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Opening Hours

Mon:9 am - 5 pm
Tue:9 am - 5 pm
Wed:9 am - 5 pm Open Today
Thu:9 am - 5 pm
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