Investors Group Financial Services Inc.
Anjali joined IG Wealth Management in 2003 to pursue her passion of assisting clients on their financial planning journey. It did not take long for Anjali to discover that sound financial advice was essential to enabling clients to realize their hopes and dreams. As a result of success within her practice and proven financial planning expertise, Anjali was invited to take on a management role where she could mentor, educate and assist in training new advisors. Teaching and mentoring was something that Anjali thoroughly enjoyed and this was reflected by the successes of the individuals she worked alongside. In 2006, Anjali was appointed Regional Director of the Halifax South Shore region of IG Wealth Management. During her time in this role, Anjali provided strong leadership and support to many consultants and clients throughout several instrumental changes that influenced the financial services industry.
In 2019, Anjali decided to return to the Executive Financial Consultant role where she could once again, be instrumental in assisting high value clients in achieving their financial goals and well being.
Anjali's team is focused on valuable client experiences, as well as individual needs and situations of each client and their family. Financial planning is unique to a person's scenario and therefore requires a customized personal financial plan.
Anjali holds her CERTIFIED FINANCIAL PLANNER® (CFP), as well as the Registered Retirement Consultant (RRC) designations.