Your financial plan helps determine your goals and a road map to achieve them. Our team can take the worry out of creating your dynamic plan and has the expertise to turn that map into a GPS, leading you and keeping you on track as you move toward your goals. When your priorities change, it only takes a small recalculation and you are back on your way.

Registered Retirement Savings Plan (RRSP), Tax-free Savings Account (TFSA), or Registered Education Savings Plans (RESP), which is the right one for you? Registered accounts are a tax-effective way to save for your retirement or to put someone through a post-secondary education. Our team at the Remy Investment Group know saving for retirement is important for you. We can tell you all you need to know about these plans and which ones will best enhance your life story.

Humans relate and remember best through stories. By learning your story, we can enhance your experience of life and partner with you as we design your investment portfolio to reflect your values and recognize your commitments. Each client is unique, whether it be age, risk tolerance, financial know-how, and of course in their own experience of life. The Remy Investment Group looks forward to getting to know you and helping you write the financial part of your story so that the rest of your story can be what you envision it to be. Weaving your financial well being is our most cherished story.

Transitioning wealth in your family can be a smooth process when you have an estate plan in place. Remy Investment Group’s team of experts can advise you on issues like minimizing taxes, reducing market risk impact, and potential family disputes – now and when your estate is settled – and give you an estate plan that is as unique as you are.

The Responsible Investment Association’s (RIA’s) mandate promotes investments that are good for society AND good for portfolios. Screening for adherence to environmental, social, and governance (ESG) principles has been shown to lower risk. Petra, a member of the association, brings this focus and conviction to building portfolios that address your values and potentially the risk of your investment.

Your individualized portfolio starts with your story, the details of which we incorporate into your investment strategies and goals. Constructing reliable, risk-managed, and optimally allocated portfolios is time consuming and takes an immense amount of research and industry knowledge. At Remy Investment Group we manage the risk and have the expertise—it is what our day is about. You can rest easy when our team of experts professionally manages your portfolio and helps you live well today and plan for the future you want.

Investments services with a smile, or at least with expertise. Our team enjoys working closely with you to build and grow your portfolio. Or, if you prefer a hands-off approach, our professionals will make the investing decisions for you, in accordance with your values and financial goals. No question is too small, no topic to big – we are here to give you the answers you seek and the peace of mind that comes with money well managed.

The Remy Investment Group holds four fundamental principles of investing: wealth strategies; stay invested; professional investment management; and environmental, social, and governance impact. These principles are woven into every portfolio and plan we create. Using your unique situation and intricate planning, we develop optimal investment strategies and a financial plan custom made for you.

Charitable giving is one way you can make an immediate impact on causes that matter to you. Petra can help you with all your philanthropic needs. Whether it is cash, securities, or designate a life insurance policy, working through CIVC Wood Gundy’s Giving Back Program or other private charitable foundation of your choice, charitable giving can be built into your portfolio, or done as a one-off donation Petra can give you all the information you need to make the impact you want.