Portfolio Management

At Retirement Income Group, our investment approach is to provide you with a sophisticated, tax-efficient portfolio that provides control over taxable events. Your portfolio will be professionally managed within strict parameters, freeing you to focus on other important priorities with confidence. The Retirement Income Group team works with businesses and families to manage investment portfolios, minimize taxes, grow wealth while preserving capital and generate retirement income from investments.

At Retirement Income Group, all investment and asset allocation decisions are made jointly by John and Evan. They review ongoingly to adjust as markets and economic data change over time.

We’ll help you stay on course to achieve your financial goals and to make regular adjustments that keep your destination in sight.


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