Our team is committed to providing you with the superior wealth management that is Private Client. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short and long-term needs.
We work with Investors Group experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
My story begins here in Hamilton, Ontario. Shortly after graduating from McMaster University with a degree in Economics, I joined the Hamilton office of Investors Group. I have spent the better part of the last 38 years managing a successful financial planning practice which has been an honour and a privilege. My experience has taught me how important it is to receive the right guidance and advice from someone who can truly help you in reaching your financial goals and objectives. Along with my team, I help clients make the most of their financial plans and aspirations. From a very basic perspective, our job is to work with clients to help them identify what financial independence is to them, work with them to go about achieving it and most importantly, to help them maintain it when they do get there. Throughout this process, we bring a very comprehensive approach to wealth planning based on an exceptionally high level of service and apply this to each unique client situation. We sincerely value and appreciate each client relationship that is established through our practice. Living in Burlington with my wife Janet, you will often find us out enjoying a round of golf.
It was a meeting with my Investors Group Consultant 12 years ago that convinced me it was time to make a career change. During my time as an Investors Group client I was able to see the value and importance of working with a professional who took the time to understand what was important to me, what my goals were, my situation and my expectations. Someone who could provide me with sound advice and exceptional service and attention that would help me in managing and meeting my goals. That is what John and I and our team strive to provide to clients, the ability to identify, achieve and maintain their financial independence, valuable information and peace of mind.
Rowena ensures that clients receive the most exceptional level of service. She has extensive experience in working with clients to help provide them with everything they need. She is one of our primary points of contact and can gladly re-direct any questions about your financial plan to either John or Rob. She will ensure that the appropriate member of our team responds to your query.
Janet is here to ensure that clients receive the most exceptional level of service. She has extensive experience in working with clients to help provide them with everything they need. She is one of our primary points of contact and can gladly re-direct any questions about your financial plan to either John or Rob. She will ensure that the appropriate member of our team responds to your query.
Jodi ensures that clients receive the most exceptional level of service. They have extensive experience in working with clients to help provide
them with everything they need. She is our primary points of contact and can gladly re-direct any questions about your financial plan to either John or Rob. She will ensure that the appropriate member of our team responds to your questions.
Scott Clews-Hunt joined Investors Group Securities Inc. in April 2012.
As a Securities Planning Specialist, Scott’s provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies.
Scott started his career in the financial services industry in 2002. Prior to joining Investors Group, he worked with a capital markets firm in downtown Toronto and has experience as a Proprietary Equity Trader, trading on the North American stock exchanges.
Scott received his Bachelor of Arts in Finance from Northwood University, Michigan, holds his Chartered Investment Management (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Georgia has been with Investors Group for over 15 years. As a Mortgage Planning Specialist, she provides mortgage advice to clients and financial consultants. She has over 10 years of mortgage industry experience as a mortgage agent with Investors Group, previously working in retail lending with a major bank. Georgia is a registered Mortgage Agent with Investors Group.
Frank joined Investors Group in 2014 and provides insurance advice to clients in Ontario.
Prior to joining Investors Group, Frank was an Estate Planning Associate at a major Canadian bank where he provided sound insurance and estate planning strategies to high net worth families.
Frank completed his Bachelor of Arts from Wilfrid Laurier University, obtained a Diploma in Business Administration, Certified Financial Planner (CFP) designation through the Financial Planning Standards Council and the Chartered Life Underwriter (CLU) designation through Advocis.
In the community, Frank spends time volunteering with the Food4Kids organization in Hamilton.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).