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Informed Financial Growth provides financial services and advice to residents in the Peterborough, Cobourg, Lindsay and Durham areas. Our expert financial advisors offer clients a unique experience as we believe that each client is different and has unique financial goals and dreams. It is our job to take the time to ask questions, learn and understand what these are.
Once we have done this, we then implement an agreed upon strategy that will map out this financial journey for them. It’s not about the latest greatest mutual fund or stock but is about setting a plan in place that meets all of the client’s criteria.
It is our goal to offer clients a unique experience when they deal with Informed Financial Growth. It has been our mandate to find some alternatives to stock market investments for our clients who simply want to diversify and reduce market risk. Over the last few years we have researched and found some top quality real estate investments that offer above average fixed rates of return while removing stock market volatility. It has been our goal to bring products to our clients that will reduce this risk, preserve capital and accumulate wealth.
IFG is partnered with many industry financial professionals to ensure we are able to provide optimum service to our clients while making sure we do not leave any stone unturned. If you are looking for a team approach then you have come to the right place.
Cory Brzozowski & Greg Thompson
Founders of Informed Financial Growth have managed two financial advisory service branches in Peterborough and the surrounding area for the past 8 years. Informed Financial Growth was created for the purpose of uniting like minded financial professionals to provide the best advice possible on a wide array of products and services. Cory and Greg recognize that the financial services industry is too vast for any individual to be an expert in all disciplines; therefore a net work of advisors is necessary to provide the best client care.
Cory and Greg hold a provincial life license and have studied through the Canadian Securities Institute. They have taken the Canadian securities course and the investment funds course.
A goal at IFG is to help guide clients to earn above average returns in an up or down market. This will be done by utilizing our lower risk strategies using Passive income strategies and Life insurance tax shelters. In other words they are developing management strategies that are independent of market performance.
Through their careers they have realized that investors are always at the mercy of the markets and their emotions. Unfortunately with traditional investment instruments client emotion often stands in the way of earning above average rates of return. Through our carefully developed strategies we can reduce the fear of loss and increase the potential for gain, which will result in lower risk and higher returns.
Peterborough, ON K9J 1Z2
Contact us at 705-749-9229