RRC, CPCA, CFP
Executive Financial Consultant
Investors Group Financial Services Inc.
Our clients are mature and established. They've come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs.
We design and manage comprehensive solutions for high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific 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?
What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.