Welcome to the Major Investment Advisory Group

At the Major Investment Advisory Group, we aim to clarify the complex nature of investment planning for our clients. We are committed to assisting our clients to realize their financial goals through open and proactive communication; in our diligence of duty; and our objectivity.

Communication: At the Major Investment Advisory Group, we believe that open, free, and ongoing communication is the cornerstone of a successful client/advisor relationship. By focusing on communication, we have successfully preserved, structured, and optimized our client’s wealth throughout the years. We have achieved this by ensuring that each client’s financial goals are met through a well constructed Investment Plan, created by Rod Major. By maintaining open and strong dialogues with our clients, we have created financial plans that best serve our clients’ busy lives.

Diligence: Rod Major, the Principal member of the team, has crafted a unique review system by assessing pertinent data from the marketplace, economic and political news daily. Rod’s diligence to his work carries through to the investment process. Any information that may impact a client’s holdings is automatically reflected in managed accounts and discussed with holders of non-managed portfolios on a timely basis. Our overarching goal is to preserve capital by outperforming established benchmarks, in both positive and negative markets. Our system of risk control is a primary driver in all investment decisions. Furthermore, we have implemented a systematic review process to appropriately define your asset mix and risk profile.  

Objectivity: Realistic financial plans require realistic goals and forthright communication. From the beginning of our relationship, where we collect confidential financial information, through to portfolio implementation and on to the review process, The Major Investment Advisory Group provides solutions in an unbiased manner, at a reasonable price. We will advocate for the full range of financial services offered through BMO Nesbitt Burns for you. Our goal is to shield you from products that may restrain your ability to achieve your goals.