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Finance & Insurance
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Financial Planners
Investors Group
1130 Steeles Ave. East, Suite 2
Milton
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ON
L9T 6C8
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Rob Serra
905-878-2700 ext. 6212
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At the heart of it, we recognize that your financial needs are interconnected. So our process goes deeper and broader than the approach most people have experienced with other financial advisors. It starts with a very open and honest discussion - the more genuine the conversation, the more impact you’ll get from us. We don’t shoehorn our clients into prepackaged solutions. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and for your family, and then follow up with a comprehensive analysis of your overall financial well-being
Member Since: 2017
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ABOUT US
WHAT WE DO
>
Why Join the Chamber?
Join Now
Meet the Team
COVID-19
>
Reopening the Economy
Government Assistance Resources
>
FAQs - Federal Assistance
Small Business Resources
Employment Resources
How Your Company Can Help
PPE Equipment - Where to Purchase Supplies
Support for Creative Industries
Chamber Resources
Messages from Mayor, MPP and MP
>
FAQs - Federal Assistance
Summary of Federal Assistance
Committees
Our Strategic Plan
RESOURCES
Member Directory
Canada United
Digital Main Street
Open for Business Updates - Updated Hours
Chamber Restaurant Updates
eNewsletter Sign-Up
EVENTS
Calendar of Events
Video Archive of Virtual Meetings
MEMBERS
Login
Savings & Programs
Nominate Here
BLOG
Contact Us