Prepare. Pursue. Preserve.

At the Corridor Investment Group our mission is to help our clients PREPARE for the emotional transition of retirement, 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.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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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.

Latest Insights

Global Insight Weekly - eyeglasses on table

Fixed income strategy: Vision will be anything but 20/20 in 2020

2019’s robust portfolio performance is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid a blurry outlook for 2020.

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