I am a member of Advocis with a CLU designation and 28 years of experience in the insurance and Human Resource Consulting fields. In the past I helped design and manage pension and benefit plans for multi-national corporations. I recently returned to my home town of Kelowna, BC to open up a financial consulting practice under the Investors Group banner to help young families, Baby-Boomers like myself and small business owners with their personal financial and retirement planning needs. My in-depth knowledge of corporate and government programs, combined with the suite of Investors Group individual products allows me the ability to coordinate all available financial and risk management opportunities to determine clients financial security and retirement readiness.
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?
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.