Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Jane Landriault has been our financial advisor for many years. We trust and admire her business acumen. We have confidence in her management of our investments. She is always available when we need advice. Over the years we have come to see Jane as a good friend and we have recommended her to many of our family and acquaintences.
We joined Investors Group in 1960 with Will Cleveland and stayed with him until his retirement in 2003. In 1993, Will brought in with him a young lady by the name of Jane Landriault as his assistant. We got to know her and when she took over our Portfolio in 2003 we were very comfortable with her. We soon found that she was very knowledgeable about her products, she would listen to our concerns and resolve any concerns in her calm and competent manner. Her true leadership showed during the volatile years of 2008 & when she advised us to stay patient which it did. Jane is very trustworthy, knowledgeable and competent. We would recommend Jane, her Associates and Investors Group to anyone who is looking for a secure future.
In 2006, I retired from a company that not only gave me a pension but a considerable lump sum of money. My wife and I talked to several different financial planners who seemed to spend most of their time telling us how great they were and how much money we could have when we died. None of these people asked us what our plans were; and it was not to scrape by just to make my children wealthy. It was suggested by a fellow employee where I worked to talk to Jane Landriault with Investors Group, that proved to be without a doubt the best advice you could ever imagine. We set up a time to get together with Jane and she immediately set out to see what we were wanting to do in our retirement. Jane looked at what was available to us and explained how investing worked as we had never had the finances to dabble in the market before. She also explained the ups and downs of the market and then she determined our risk tolerance. It was at this point when Jane asked us to put on paper what OUR DREAM was and we were surprised to find out all the things we had to think about. Jane set up a follow up meeting and advised us that she would have some numbers for us at our next get together. Jane explained to us that some people have dreams larger than are realistic but its better to deal with this prior to making a plunge into early retirement. I was amazed that none of the previous financial planners explained all of these things. Well, it turned out that our dreams and resources were a match and as they say the rest is history. Jane has exceeded our expectations in every situation with her knowledge, foresight and full range of services. Jane is not just a fantastic financial planner but she treats clients like family with her honesty and willingness to go beyond for you. I have and will continue to recommend Jane to anyone looking for sound financial advice from someone that they can truly trust with their life.