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.
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.