BARB KERR
CFP, TEP, CFDS, RRC
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
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
general inquiries —
301 - 1350 Fisher Street
North Bay, ON P1B 2H1
Get Directions
Let’s talk —
Webinar
Retirement for today's changing world: Exposing the top 5 myths of retirement planning
WATCH NOWtrending advice & stories
How to Sell Your Professional Services Business
Selling a professional service business takes time – start planning for a sale at least five years out.
Learn More
No More RRSP Room? No Problem
If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then consider
Learn more
Should You Lock-in a Fixed Rate Mortgage?
As interest rates rise, you may be wondering if you should turn your variable rate mortgage into
Learn more.jpg)
Emotion versus money: Passing on the cottage
A family vacation home is more than an asset. It’s years of shared memories
Learn more
How Will the New Passive Income Rules Impact Your Business?
Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.
Learn more
Why You May Need Life Insurance After 50
You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estate
Learn more