The Educators Advantage: Strategic Investment Solutions

Since 1975, Educators Financial Group has been dedicated to exclusively serving the education community and their family members. It is a history that has provided us with a thorough understanding of educator-specific areas such as your pension (OTPP/OMERS), compensation and tax structure, Deferred Salary Plan, gratuities and more.

Having that kind of insight has put us in a unique position to understand educators better than any other financial organization. Add to that our commitment to getting to know you and your individual circumstances, and you will see the real value that comes from choosing Educators Financial Group for the investment solutions to help you achieve your financial goals.

To learn more about our investment principles, click on the topics below.

We take a disciplined approach

Whether developing investment solutions for our clients or working with our Fund Managers, our prudent approach is built on research and sound investment principles.

From the start of our relationship, we work with you to develop investment solutions that are based on your unique goals, objectives, risk tolerance and stage of life. Regardless of the ups and downs in the market, we stick with this consistent approach.

We create a plan, and stay focused on it
Our goal is simple: to assist you in choosing the right mix of investments that can help you achieve your financial goals. We take the practical approach of matching your investment strategy with your expected investment time horizon (short, medium or long-term) in order to eliminate the risks involved in trying to time the market. Working with our Fund Managers, we carefully monitor changes in market conditions, and make adjustments to our fund portfolios as needed.
We make the most of our team’s financial expertise
We uphold the highest of standards in order to earn the right to help you reach your financial goals. In addition, you will benefit from the expertise of our Financial Planners and Fund Managers, all of whom have top-tier industry accreditation and extensive experience in varying market conditions. Using a team-based approach, we are able to leverage this wealth of knowledge to better manage your investments and help you navigate through the good times, as well as the not-so-good.

Want more information on educator-specific investment options?

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