Home

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?


Read More

NEWS AND MEDIA

Kathy Chow Has Joined Treegrove as a Partner
News and Media

Kathy Chow Has Joined Treegrove as a Partner

Kathy Chow, Partner
Read More
Jenny in the Corner Office Newsletters
News and Media

Jenny in the Corner Office Newsletters

Here are the links for my latest newsletters! (more…)
Read More
Welcome to Jenny in the Corner Office!
News and Media

Welcome to Jenny in the Corner Office!

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
News and Media

Why to cheer the IPP’s defined benefit provision

Why to cheer the IPP’s defined benefit provision The DB provision will always provide a larger benefit than the DC...
Read More

CONTACT US