Cara Stapley

Cara Stapley

P.Eng., RRC, CFP CFP Certified

CERTIFIED FINANCIAL PLANNER®

Investors Group Financial Services Inc.

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About —

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Our clients know that if it matters to you, it matters to us. As a CERTIFIED FINANCIAL PLANNER, I am dedicated to understanding and prioritizing what matters most to you. Together with my team, we focus on working with women, professionals, and multi-generational families to minimize taxes and maximize financial outcomes. Our practice is founded on the principles of transparency, honesty, respect, and open communication, ensuring we consistently uphold our commitments. Alongside my dedicated team, we deliver exceptional service and comprehensive financial planning. We are devoted to fostering enduring, meaningful relationships with our clients.

Team —

Jason Stapley

Jason Stapley

Regional Vice-President

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Phone (613) 384-8973 Email jason.stapley@ig.ca

I am pleased to be the regional face and voice of IG Wealth Management, leading a dynamic team of financial professionals in our community.

Our team is committed to superior service standards and creating lasting relationships with clients and individuals looking for a rewarding career as an IG Consultant.

My main role is to ensure our Consultants give their clients a great service and planning experience. I also want to help our Consultants reach their full potential by facilitating a highly regarded and comprehensive training program on financial planning and providing ongoing support, coaching and, ultimately, helping them to achieve their professional goals.

Regional Directors also take an active role in their communities, recruit and train new advisors and help you find the right Consultant for your needs.

Whether your interest is in exploring a career opportunity, seeking a referral to a Consultant or if you have questions regarding our IG Living Plan™ please feel free to contact me.

HAILEY CLEMENTS

HAILEY CLEMENTS

BBA

Associate Consultant

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Phone (613) 384-8973 Email hailey.clements@ig.ca
COREY DUGGAN

COREY DUGGAN

Business Development Coordinator

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Phone Email corey.duggan@ig.ca
Transcript

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.

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1000 Gardiners Road, Suite 100
Kingston, ON K7P 3C4

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