With so many variables affecting the success of your investments, we want to make it easy for you to navigate the investment market and build a strong portfolio. We will clearly outline your options and give you advice that will help you minimize risk and make strategic investment decisions.


Mutual Funds

With savvy investment advice, we'll help you find diverse investment opportunities that suit your lifestyle, and put you on track to reach your goals for the here and now, while keeping an eye on the future.  We will shed light on the often mysterious and complex world of mutual funds and investments.

Segregated Funds

We understand that it is hard to part ways with any sum of money without a security policy. Segregated funds are an investment fund that offer a guarantee to protect a portion of the money you've invested. It's like taking a leap, but knowing there's a safety net. We will lead you through the ins and outs of investing in segregated funds.



Annuity plans are a sound way to turn a lump sum of money into steady cash flow because they have a steady return rate. These plans are completely customizable. We will help you determine a best-fit strategy that takes into account the unique factors that affect you both short and long term.


Rogers Financial Services offers a range of wealth management strategies to protect you and your family's future. Contact us to learn more.