Prepare. Pursue. Preserve.

At the Corridor Investment Group our mission is to help our clients PREPARE for the emotional transition of retirement, help give them the piece of mind to PURSUE their dreams while retired, and implement strategies to insure they PRESERVE their wealth to leave a lasting legacy.

 

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

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Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Pete's Insights

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The emotional transition to retirement

Most people focus on preparing financially for retirement, but the emotional aspect of retirement should not be overlooked. Read more >

Latest Insights

Infrastructure, inflation, and a possible Fed policy rethink

Atul Bhatia, CFA

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

Read more

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