Plan.

Protect.

Preserve.

 

"Tell me, what is it you plan to do with your one wild and precious life?"

- Mary Oliver

Welcome to Sound Investment Group.  We are a team of seasoned and knowledgeable financial professionals who are passionate about helping our clients accomplish their wealth management goals. We create long-term, diversified investment strategies to help our clients achieve financial security and a comfortable retirement. We are accountable to our clients and believe that is the reason so many have chosen to stay with us for more than 30 years. This type of loyalty is both humbling and rewarding, and we are honored to have the opportunity to build a lifelong relationship with you and your family.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client who would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.

Meet the team

Learn more about the Sound Investment Group.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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