ROGERSYOUNG INVESTMENT GROUP

Experienced portfolio managers, supported by the top independent firm in Canada.

We are an experienced Team of progressive thinkers, at the most progressive investment firm in Canada. Our clients appreciate our focus on protecting capital, achieving reasonable returns and compounding wealth. We have utilized this philosophy to develop a financial planning and investing process which will help you achieve your financial goals.

Contact us today to discuss how we can help you. Protect. Grow. Compound.
 


Canadian Forex

FOREIGN EXCHANGE

Our clients get access to exclusive discounts and preferred service on foreign exchange transactions. We have partnered with CanadianForex to help our clients transfer money overseas easily, safely and efficiently. Register for this service or visit our Foreign Exchange page for more information.

 

 

Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

August 2017
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?

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Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

14 August 2017
Behaving Irrationally
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8 August 2017
Unhedged
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Special Report
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. 
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