CFP, EPC, RRC CFP Certified

Division Manager

Investors Group Financial Services Inc.

Investors Group

Request an appointment with BETTY MARGARET HALMAN-PLUMLEY

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About —

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Specializing in Inter-generational Estate Planning - Betty and her team will work closely with you and your family to develop tailored solutions that you can trust with no regrets.

“Securing Harmony between Generations Today so your Legacy has the Power to Make a Difference Tomorrow.”

We offer a holistic approach to working with generations so that you can secure harmony, grow, protect and transfer your legacy from generation to generation.

Planning that equips, inspires, and compels families to live beyond today and leave a legacy that will bless generations to come.

1st generation – Living and capturing your life story; growing, protecting and preparing your legacy so you can make a difference for the next generation(s).
2nd and 3rd generations – being part of and understanding the family story, educating and preparing for the legacy.

Team —

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.

Careers —

Become a financial advisor with IG Wealth Management

Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.
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why join IG Wealth Management?

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Training and support

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

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Exceptional income potential

At IG Wealth Management, 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.

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Community involvement

With IG Wealth Management, 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.

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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.

Investors Group

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Associations and Community —


President, Woman's Business Network
2010 - 2011
Early Years Program Director, Ontario Early Years Centre
2002 - 2005
Acting Executive Director, Peterborough Family Resource Centre
2001 - 2002
Outreach Team Leader, Peterborough Family Resouce Centre
1983 - 2000

general inquiries —

246 George Street North
Peterborough, ON K9J 3H1

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IG Wealth Management

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