CFP, CLU, B. Fin, B. Econ CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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My business commitment is to provide clients with exceptional service and inspiring results. To achieve these results, my efforts are focused on working with individuals whose minimum investable portfolio assets, or annual household income is $300,000 exclusively and above. This allows me to put more direct emphasis on providing financial planning recommendations for current clients as well as those newly acquired clients in a way that my practice is best structured to assist.


About —

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Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.

Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.

Team —

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

general inquiries —

106-95 Manitoba Street
Bracebridge, ON P1L 2B3

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Investors Group

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