CFP RRC CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with ANGELA JORGENSEN

If you would like to request an appointment please complete your personal information below.

topics to discuss


Your appointment registration has been successfully sent!

About —

icon book and glasses

As a Certified Financial Planner professional, I work closely with clients to help grow and preserve their wealth and to tax effectively transfer that wealth to the next generation through estate planning.

With the foundation document of a personal financial plan, I identify opportunities and any areas of financial risk for my clients. I then recommend strategies and help clients to implement those strategies. Clients then make informed decisions and make the most of their resources.

Bringing clients a sense of security gives me great satisfaction. Clients know that their cash flow will last throughout retirement and that their assets will transition to their beneficiaries with ease and in the most tax efficient manner.

Team —

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

general inquiries —

Investors Group

Request for More subscription


Your newsletter subscription has been successfully sent!