I focus on helping individuals and business owners define and achieve their financial goals while building and protecting their wealth. My goal is to help people understand their financial position, including their debt, pensions, health benefits, retirement savings, investment portfolios and personal insurance policies. I aim to provide advice to increase efficiencies, reduce risk, reduce taxation, and provide a written financial plan with ongoing service to ensure your goals are met. My aim as a Division Director is to attract new Consultants to provide that same level of service to their prospective clients, while providing them with the training and ongoing support they need to achieve success.
Based in Regina, I am proud to work with individuals and businesses all across southern Saskatchewan. In 2013 I graduated with my Bachelor of Business Administration (Finance) with Distinction from the University of Regina (U of R) and immediately began my career with IG. I completed the requirements to become a Registered Retirement Consultant (RRC®) in 2015 and one year later became an FPSC Level 1 ® Certificant in Financial Planning. In June 2018 I successfully completed all requirements to earn my designation as a Certified Financial Planner® (CFP®).
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.