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.

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

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.

Are you on track to retire?

Sign up to get a free evaluation to determine if you're on track to achieve your retirement goals

*Required fields

Bulletin board