Treegrove Investment Management Inc. is a boutique wealth management firm focusing on meeting the future financial goals of our clients. Treegrove offers
discretionary investment management, financial plans, individual pension plans and portfolio reviews to private clients, charities and foundations.
SERVICES
Treegrove Investment Management offers
Investment Management
Treegrove Investment Management offers discretionary portfolio services
Financial Planning
We believe that understanding you and your family’s goals is the key to successful financial planning
Individual Pension Plans
An Individual Pension Plan (IPP) is an employer-sponsored defined benefit pension plan
Portfolio Reviews
How often have you gone for a second opinion or checked other places for prices?
NEWS AND MEDIA
Kathy Chow Has Joined Treegrove as a Partner
By Latest News
/ July 23, 2025
Kathy Chow, Partner
Read More
Jenny in the Corner Office Newsletters
By Jen Schell
/ September 1, 2020
Here are the links for my latest newsletters! (more…)
Read More
Welcome to Jenny in the Corner Office!
By Jen Schell
/ July 27, 2020
Jenny in the Corner Office Podcast Hello, financial friends! Welcome to the exciting world of finance. We explore the various...
Read More
Why to cheer the IPP’s defined benefit provision
By Latest News
/ May 11, 2019
Why to cheer the IPP’s defined benefit provision The DB provision will always provide a larger benefit than the DC...
Read More
