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Investors Group

Operations at a Glance

Investors Group, through a network of over 3,300 Consultants nationwide, provides personal financial solutions to more than one million Canadians from coast to coast. Clients receive comprehensive investment, retirement, tax and estate planning advice and service. Investors Group has top quality investment management with global operations in Winnipeg, Toronto, Montreal, Dublin and Hong Kong and offers a full range of investments through its Investors Masterseries™ and third-party advised funds, along with a broad selection of insurance, mortgage and securities products and services.

2002 Highlights

  • Launched Investors Group Corporate Class Inc. – Canada’s largest tax-advantaged fund structure.
  • At year-end, 47% of Investors Masterseries™ mutual funds had a four or five star Morningstar rating and 81% had a rating of three stars or better, both significantly higher than the Morningstar universe.
  • Significant savings achieved in 2002 through the reduction of operating expenses.
  • Agreement reached with National Bank of Canada to provide banking products and services to Investors Group clients.
  • Total face amount of insurance in force increased by 13% and
    securities operations assets under administration increased by 9.4% over 2001.

 

 
 
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