There's Wealth in Our Approach


Commitment to the Client

Since 1988, 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.



The Ivey Group mission statement

"One of the area's leading wealth management teams, 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 one of the leading investment teams in this area since 1989, something we are very proud of.

Our goal is to help our clients build and preserve their wealth, so they can enjoy a comfortable and worry free retirement."

– Carol Ivey

The Ivey Group takes care of you.

Carol Ivey has built a team that works like a strong family. We welcome you to our family.

Anyone can sell investments. Not everyone will take care of you.  At The Ivey Group , we are proud to say we do both.