Welcome to Roest Hove & Squire Group
We bring more than just expertise; we bring empathy, collaboration, and a deep understanding of the emotional aspects of money and investing. Our team considers your life context, family dynamics and personal aspirations. We design a roadmap that aligns with your unique story. We are not just advisors; we're your partners. Together, we co-create strategies that empower you. Whether it’s retirement planning, investment decisions, or estate management, we’re in this journey with you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
We are very satisfied with the progress we’ve made toward our financial goals. The investing experience is excellent since we’ve been working with Amanda. The explanations of what is happening in the financial world and how to plan for retirement, and the presentation of the services that we can access through the company are wonderful. We are always looking forward to the annual financial review that is scheduled with no fail every year. Our questions are answered promptly, any service we require is delivered the next day—like investing in our grandkid’s education funds, receiving cash from our retirement savings and investments.
- Lucian & Tatiana B.
Working with Amanda & Rebekah over the past few years has been fantastic. Their approach with clients is like meeting a friend for coffee to chat about investing. They have provided great insight into both personal and business investing strategies. We certainly would recommend them to our family and friends.
- Jess & Taylor B.
As recent retirees, we would be lost without Amanda’s expertise on retirement planning as there was so much we didn’t know. Having her manage our pension, RRSPs and tax-free savings in retirement has been so helpful. We appreciate knowing when, where and how much money to move to avoid the least amount of claw-back. Amanda is an excellent communicator, explaining in terms we understand. She keeps us in the know and is always on top of things. Overall, we are super happy with our experience with IG and having Amanda as our advisor is a bonus.
- Brent & Ramona J.
Amanda is one of a kind. She genuinely cares for our financial well-being, as well as our personal well-being. She inherited our account from someone who did not seem to care about what our future would be, and completely changed the way I look at retirement and investing. From being a timid investor to more aggressive. She can navigate us through the upswings and downswings that markets take and is clear on what IG is doing to mitigate those ups and downs. My wife and I are comfortable with the direction our retirement plans are going, and look forward to our life together, with the help of Amanda and her team.
- Jason & Courtney M.
Years ago, I moved my investments to IG with a team my mother worked with. That was the best move ever! With the help of my financial planning team, we mapped out my goals through my working years until my eventual retirement. I have absolute confidence in their knowledge and skills. Our regular meetings are so much appreciated as are the quick replies to my emails or calls. My financial plan has allowed me to retire with the lifestyle I want!
- Shirley B.