CARLOS RIOS

CARLOS RIOS

CFP®, RRC™, MBACFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

request appointment
Learn More
Investors Group

Request an appointment with CARLOS RIOS

If you would like to request an appointment please complete your personal information below.

topics to discuss

Send Request
Success!

Your appointment registration has been successfully sent!

Okay

About —

icon book and glasses

I arrived in Canada in 2003 as an immigrant from Colombia, with my MBA and a Bachelor’s degree in Finance and a proud father of two boys. 
I started my career in the financial industry, helping professionals, diplomats, and business owners to navigate through their challenges, opportunities and life events that they would face every day, as I would.
I feel grateful for the opportunity to use my extensive knowledge, experience and skills to help other Canadians achieve true financial well-being

Team —

Tyler Brewer

Tyler Brewer

CERTIFIED FINANCIAL PLANNER®

View Bio
Phone (613) 384-8973 Email tyler.brewer@ig.ca
Lee Christy

Lee Christy

Associate Consultant

View Bio
Phone (613) 384-8973 Email lee.christy@ig.ca
Bailey Greenwood-Vidal

Bailey Greenwood-Vidal

Administrative Assistant

View Bio
Phone Email bailey.greenwoodvidal@ig.ca
Transcript

My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

Associations and Community —

Associations

Certified Financial Planner designation, FP Canada
2021 - Present

Community

Register Retirement Consultant, The Canadian Institute of Financial Planning
2017 - Present

general inquiries —

View Map

400 March Road, Suite 240
Kanata, ON K2K 3H4

Get Directions

trending advice & stories

How to Sell Your Professional Services Business

How to Sell Your Professional Services Business

Selling a professional service business takes time – start planning for a sale at least five years out.

Learn More
No More RRSP Room? No Problem

No More RRSP Room? No Problem

If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then consider

Learn more
Should You Lock-in a Fixed Rate Mortgage?

Should You Lock-in a Fixed Rate Mortgage?

As interest rates rise, you may be wondering if you should turn your variable rate mortgage into

Learn more
Emotion versus money: Passing on the cottage

Emotion versus money: Passing on the cottage

A family vacation home is more than an asset. It’s years of shared memories

Learn more
How Will the New Passive Income Rules Impact Your Business?

How Will the New Passive Income Rules Impact Your Business?

Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.

Learn more
Why You May Need Life Insurance After 50

Why You May Need Life Insurance After 50

You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estate

Learn more
more stories
IG Wealth Management

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!

Okay