I take the time to understand your personal and corporate financial objectives. We work together to formulate a tailored financial plan, while adhering to a proven four cornerstone philosophy which covers all areas like; risk management, tax efficiency planning, investment, retirement and estate planning. Beyond those areas, I focus on your cash flow management needs for personal and business clients. I follow a strict process that ensures I obtain client satisfaction. I want you to feel good about the financial choices that you make at each stage of your life.
Investors Group Financial Services Inc. is a leading financial planning firm in our industry and we have experts that we utilize as part of our team. This includes our Advanced Financial Planning team, composed of experts in accounting and legal matters, that will work with your team of trusted accounting and legal professionals. We also have our team of planning specialists in Insurance, Securities and Mortgages. You can rest assure that no matter how complex your given situation, we have the expertise and the tools in place for all your unique financial planning needs.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
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.