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"There's Wealth in Our Approach"
 
 
Commitment to the Client
Over the past 20 years, Carol Ivey has developed an enviable team of top quality investment professionals, to ensure The Ivey Group delivers the high calibre of client service and investment expertise that today’s investor needs, and deserves.

With more than 100 years of combined experience, The Ivey Group can offer you a wealth of knowledge and expertise. Their high standards, dedication and professionalism are hard to beat.
 
WHAT OUR CLIENTS ARE SAYING ABOUT US
 

“Sixteen years ago, I first had money to invest and went to Carol.  Carol and her team have managed my finances since that time, which indicates my satisfaction with their service.  I’ve read that in times of slumping markets, if you do not hear from your advisors weekly, they are not serving you well.  This team is in touch frequently, good times and bad.  There has been accessibility to service and always immediate response”.

Beth McCall

 
“We have been clients of the Carol Ivey investment group for 20 years.  We are very pleased with their financial guidance, and expert advice in handling our portfolio.  We have no hesitation in recommending The Ivey Group to anyone wanting investment management advice”. 

Tony and Maureen Moran
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THE IVEY GROUP MISSION STATEMENT

    As the Orillia area’s leading wealth management team, The Ivey Group is focussed on helping clients reach their financial goals through a customized investment portfolio and financial plan.

     We manage investment portfolios for individual clients and business owners, and we work hard to earn our clients’ absolute trust by providing attentive and knowledgeable service – we want every client to feel like he or she is our most important client.
     It’s why The Ivey Group has been the leading investment team in this area for more than 20 years, something we are very proud of.
     Our goal is to help our clients create, build and preserve their wealth.

 

Carol Ivey