I have uploaded this presentation to give people a better understanding of what Investors Group does and how I, as a ocnsultant, am able to help people with their financial planning needs. The presentation starts by providing background information and history about Investors Group. This is followed by the types of services and products that we provide, along with our partner companies. The presentation is concluded by explaining the benefits and our approach to financial planning.

2. MONTRÉAL
TORONTO
DUBLIN
HONG KONG
WINNIPEG
Strength and stability
3 Canadian pioneer in financial services
since 1926
3 Serves approximately one million
Canadians
3 More than 400 offices from coast to coast
3 A member of the Power Financial
Corporation group of companies
3 One of Canada’s largest money managers
AGF INVESCO DYNAMIC BMO CIBC FIDELITY TD CI RBC IGM*
Long-term mutual fund assets
under management
At December 31, 2010 ($ billions)
22.5 26.4
32.5 35.4
46.2
50.2 52.6
63.0
96.2
104.7
* Includes Investors Group, Mackenzie Financial Corporation and Counsel Portfolio Services Inc.
Source: The Investment Funds Institute of Canada (IFIC), 2010

3. Complete financial
services for individuals
and corporations
Short-term
3 Chequing
3 Savings
3 Credit cards
Lending
3 Mortgages
3 Loans
3 Lines of credit
Income protection
3 Life insurance
3 Accident/sickness
3 Critical illness
3 Long-term care
3 Health and dental
3 Group insurance
Products & plans
3 Mutual funds
3 RRSPs
3 RESPs
3 Tax-Free Savings
Accounts (TFSAs)
3 GICs
3 Annuities
3 Registered Retirement
Income Funds (RRIFs)
3 Guaranteed
Investment Funds (GIFs)
3 Tax-advantaged funds
3 Individual pension plans
3 Group retirement services
3 Brokerage services through
Investors Group Securities Inc.
World-class relationships
As of May 2011

4. 3 Providing for family members
– one in 10 boomers with children are also
providing some type of support to aging
parents, as well as looking after their
own needs
3 Paying too much tax
– 46% of Canadians surveyed agree that
reducing the amount of taxes they pay is
an important immediate financial goal
3 Protecting yourself and your loved ones
– just over one in four of today's 20-year-olds
will become disabled before they retire
3 Managing personal balance sheet
– one in three Canadians with debt admit
to losing sleep over their debt load
3 Choosing the right advice and best
financial vehicles
– households without an advisor
– have less investable assets
– are less likely to take advantage of RRSPs and
TFSAs as those with an advisor
i Investors Group’s “Boomers on call survey,” Sept/Oct 2009, online survey conducted by Harris/Decima
ii Ipsos Reid, Canadians & Financial Advice, February 2011
iii Council for Disability Awareness, 2010
iv Investors Group’s “Gain and pain poll,” April/May 2011, online survey conducted by Harris/Decima
v Ipsos Reid “Canadian Financial Monitor”, special analysis for IFIC, 2010
Most Canadians face
financial challenges
3 Low retirement income
– 87% of Canadian boomers feel they are
not ready for retirement
36% of surveyed boomers said that if they could
go back and do it again, they would start saving
for retirement earlier.*
Source: PMG Intelligence “Canadian Boomers and the New Retirement” 2009 Statistics shown represent responses from
survey participants aged 45 to 70 who indicated they were not yet retired to the following question: “Thinking of everything
about the time of life called retirement, including social, health, financial, recreational and other issues, how ready are you
for retirement?”
* Investors Group’s “When I’m 65 Poll,” Oct/Nov 2010, online survey conducted by Harris/Decima
13% Extremely ready
34% Somewhat ready
32% Not sure
12% Not particularly ready
9% Not at all ready
i
ii
iii
iv
v

5. The value of advice
Household age Household income
45 and under 65 and over45 – 54 55 – 64
no advice
Age of head of household (2009)
Averageinvestableassets
$272, 761
$66,064$46,462$51,649$24,787
$246,752$140,155$79,074
3.2x 2.7x 5.3x 4.1x
with advice
$35,000 – $54,999 $100,000 or more$55,000 – $69,999 $70,000 – $99,000
no advice
Household income (2009)
Averageinvestableassets
$214,587
$138,358$44,103$29,119$27,104
$164,542$197,273$125,348
4.6x 6.8x 3.7x 1.6x
with advice
Source: Ipsos Reid ‘Canadian Financial Monitor’, special analysis for IFIC, 2010 Source: Ipsos Reid ‘Canadian Financial Monitor’, special analysis for IFIC, 2010
National data shows that Canadians at
any age and income level can benefit
from having a financial advisor.

6. Keeping up takes time We take the time
3 Increasing rate of change
3 Financial services are complex
3 Government legislates changes
3 Career and personal demands take priority
3 Our purpose is to
– analyze
– explain
– advise
– solve financial problems
No one has taken the time to explain, in understandable
terms, how to pull everything together!

7. 3 Recognizes individual differences
3 Is co-ordinated and flexible
3 Provides a Personal Financial Program
3 Faces realities and finds opportunities
3 We know that financial
independence is:
– different things to different people
– getting the things you want
– doing the things you enjoy
– based on your lifestyle
APPROACHOur approach is unique... recognizes individual
differences

8. 3 Helping you set financial goals
3 Taking advantage of tax-saving opportunities
3 Ensuring your investments reflect your personal
financial goals
Financial independence depends on you –
not the company, government, relatives
or friends!
A part of all you earn is yours to keep.
Short-term
reserve
Planning for emergencies
and opportunities
Developing a
financial reserve
Income & asset
protection
For you and your
dependants in case of:
– Premature death
– Disability, critical illness
– Long-term care
Moderate-term
goals
Educate my children
Purchase a home/cottage
Leisure activities
Longer-term
goals
Financial independence
Retire comfortably
Perserve my estate
The Investors Four Cornerstones Philosophy™
is the foundation for financial independence.
* Six disciplines of financial planning
Insurance
planning*
Estate
planning*
Investment
planning*
Tax
planning*
Retirement
planning*
Cash
management*
Education
planning
is co-ordinated
and flexible
provides a Personal
Financial Program

9. 3 Unplanned events
– losing a job
– divorce
– receiving an inheritance
– winning a lottery
– accident or illness
– caring for a loved one
– death of a loved one
3 Planned events
– going to post-secondary school
– getting your first job
– getting married
– buying a home
– raising a family
– starting a business
– changing careers
– saving for retirement
– selling a business
– living in retirement
– planning your estate
Throughout their lifetime, everyone
can benefit from financial planning.
faces realities and
finds opportunities

10. 3 We establish and maintain continuity of
personal service by providing a
– realistic financial plan
– regular review and update
Professional and
personal service
– through the
region office
– Securities
– Banking and mortgage
– Insurance
– through head office
– Retirement planning
– Estate planning
– Tax planning
– Risk management
– Investment planning
– Product support
– Client administration
services and support
– Technology support
Your net worth is a snapshot of your current financial position. It is also a benchmark from which you can measure
progress towards your financial goals. Your net worth consists of the difference between the assets that you own
(such as your home and investments) and your liabilities (such as mortgages, loans and other debt). Based on the
information you have provided, you currently have a net worth of $1,075,000.
Your current cash flow position compares your income with your expenses. Based on the information you have
provided, you are expected to have a cash flow surplus of $26,255 at the end of 2010.
wolFhsaC
htroWteN
Assets
Liabilities
Net Worth
Incomes
Outflows
Surplus
Net Worth
Registered Assets*
$520,000
Non-Registered Assets
$170,000
Lifestyle Assets
$600,000
Total Assets
$1,290,000
Liabilities
($215,000)
Net Worth
$1,075,000
* TFSAs are included in Registered Assets
Cash Flow
Income
$214,797
Lifestyle Expenses
$104,756
Savings
$21,181
Estimated Taxes
$62,605
Annual Surplus
$26,255
Monthly Surplus
$2,188
Your personal plan
makes it easy to
– know where you stand
– plan to reach your goals
– stay on track
3 Access to a team of specialists

11. Investment products and services are offered through Investors Group Financial Services
Inc. (in Québec, a Financial Service Firm) and Investors Group Securities Inc. (in Québec,
a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian
Investor Protection Fund.
GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers.
Insurance products and services distributed through I.G. Insurance Services Inc.
(in Québec, a Financial Services Firm). Insurance license sponsored by The Great-West
Life Assurance Company (outside of Québec).
Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee.
Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be
referred to a Mortgage Planning (Agent) Specialist. *In the Province of Ontario, Mortgage
Brokerage Licence #10809, Mortgage Administrator Licence #11256.
Commissions, fees and expenses may be associated with mutual fund investments and
the use of Symphony Strategic Investment Planning™. Read the prospectus and speak
to an Investors Group Consultant before investing. Mutual funds are not guaranteed,
values change frequently and past performance may not be repeated. Symphony is an
asset allocation service which provides a strategic approach to investment planning
relating only to Investors Group mutual funds.
Trademarks of financial partners appear with their specific approval.
Banking products and services are distributed through Solutions Banking™. Solutions
Banking products and services are provided by National Bank of Canada.
™ Solutions Banking is a trademark of Power Financial Corporation. Investors Group
and design are trademarks owned by IGM Financial Inc. and licensed to its subsidiary
corporations. National Bank of Canada is a licensed user of these trademarks.
™ Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations.
C3146 (09/2011-PW)