The Ord Group




For over 20 years, The Ord Group has been providing wealth management services to its valued clients. Today, the Group works with a range of clients; from companies to families to trusts. Our wealth management approach extends far beyond money management. We look at your financial “big picture” to ensure that various financial concerns are addressed in a coordinated fashion. The services we offer include: Comprehensive investment advice Financial Planning Wills & Estates Consultation Insurance Solutions Charitable Giving Our approach is designed to simplify your family and business affairs as well as provide expert strategies to preserve your wealth. You have worked hard for your savings, why not ensure that you are doing everything possible to safeguard them? By managing risk, The Ord Group will help protect your financial well-being, providing you with peace of mind, freeing your time to pursue other interests. Using our Four Stage Technique, we establish your current financial situation, define and rank your goals and objectives, and develop comprehensive strategies that will promote ongoing success.

The Ord Group
181 Bay Street, Suite 2350
Toronto ON M5J 2T3

Phone: 416-842-7626
Fax: 416 842-7959
Toll Free: 1-866-605-3295