BSc, MBA, CFP, RRC CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

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Phone (902) 423-8294 Email
Anjali joined IG Wealth Management in 2003 where it did not take her long to realize that sound and trusted advice was essential in enabling clients to realize their hopes and dreams. As a result of her success within her practice, Anjali was invited to take on a management role where she could mentor, educate and train new advisors. Teaching and mentoring is something that Anjali thoroughly enjoyed, and this was reflected by the success 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, she provided strong leadership and support to many consultants and clients throughout several instrumental changes that influenced the financial services industry. Anjali holds her CERTIFIED FINANCIAL PLANNER designation as well as the Registered Retirement Consultant (RRC).

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 the individual needs and situation of each client and their family. Anjali has various coaching certifications which brings a unique element to her partnership with her clients. Anjali currently lives in Halifax with her husband Thomas, her two boys and their dog Maverick.
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Investors Group

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A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

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7001 Mumford Road, 200 Halifax Place
Halifax, NS B3L 4R3