CFP®, RRC™, MBACFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

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


Your appointment registration has been successfully sent!


“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”


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 —

You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.

Associations and Community —


Certified Financial Planner designation, FP Canada
2021 - Present


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

general inquiries —

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

Get Directions
IG Wealth Management

Request for More subscription


Your newsletter subscription has been successfully sent!