CARLOS RIOS
CFP®, RRC™, MBA
Executive Financial Consultant
Investors Group Financial Services Inc.
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“I help clients get a better idea of the impact of their decisions – whether they’re looking to spend more after a long time in lockdown, or if they’re looking to navigate the impact of inflation on their finances.”
“We are accepting new clients by referral”
“We are accepting new clients by referral”
Announcement
About —
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
You deserve s’more from a financial plan
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 —
400 March Road, Suite 240
Kanata, ON K2K 3H4
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Let’s talk —
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