TREEGROVE INVESTMENT MANAGEMENT INC.

Investment Management and Financial Planning to Meet Your Future Goals.

Why Treegrove?

Your Independent Investment Advisor

Our independence means we can take the long view

We have a fiduciary duty to you, putting your interests first, always

Focused on dividend income

Treegrove

Our recommendations are always based on your best interests and are free from any hidden
incentives or corporate agenda. We have no proprietary products or programs

Meeting your financial goals is our focus

We offer comprehensive financial planning that is objective and unbiased

Book a Consultation

Mutually aligned interests with a simple transparent fee structure

As we own our own business, our clients can trust that we are working for them

We have the freedom to choose investment strategies that are suitable for you and to tailor our advice based upon your best interests

Your success is our success

Solutions

Your Independent Investment Advisor

I Need to know if I can Retire

I Need a New Financial Advisor Who is Truly Independent

Treegrove

I’m Invested with a Bank, Brokerage Firm or Mutual Fund Dealer I Need a Financial Plan I need an IPP Book a Consultation

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

What Should You Be Doing in This Current Market Correction

By Latest News / November 22, 2018

What Should You Be Doing in This Current Market Correction Markets do not always go straight up and for the...

News and Media

Financial Planning for Canadians with Disabilities

By Latest News / November 21, 2018

https://www.bnnbloomberg.ca/investing/video/financial-planning-for-canadians-with-disabilities~1524106 Bill Shaw, president at Treegrove Investment Management, explains a long-term savings plan that many people may not be aware...

News and Media

13 Things You Should Give Up If You Want To Be Successful

By Latest News / October 16, 2018

https://medium.com/thrive-global/13-things-you-should-give-up-if-you-want-to-be-successful-1958b5aaf116 Photo Source 13 Things You Should Give Up If You Want To Be Successful ”Somebody once told me the...