CFP, TEP, CFDS, RRC
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
With IG Wealth Management since 1993, serving Parry Sound and area, I help clients find the financial peace of mind they are looking for through all stages of their financial life.
My passion is to help clients find solutions they are comfortable with and understand, giving clients the confidence they need to make informed financial decisions.
Client service is a top priority with regular contact and reviews. I also believe in the importance of financial education and provide access to regular educational webinars.
Common questions I help with:
* Are investments properly positioned for your goals?
* Will your money last through your later years?
* What will your retirement income look like each month?
* Are all tax savings in place for inheritances?
* Are financial issues in place in the event something happens to you?
Reach out for the answers and service you deserve. I'm honoured to help.
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
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