Carol-Lyn Davis

Carol-Lyn Davis

BA(Hon), FMA, RRC, CFPCFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Carol-Lyn Davis joined IG Wealth Management in September 2018 and has built her practice throughout the Niagara region and surrounding area. In 2021, she expanded her practice to service clients in British Columbia. Carol-Lyn has been in the Financial Industry for 20 years. Prior to IG Wealth Management, she worked as an Advisor focusing on client relations through wealth accumulation and strategy implementation. She provided training for new advisors and support staff. Carol-Lyn also has extensive knowledge surrounding financing alternatives.

Carol-Lyn received her Honours BA in Economics and Financial Management from Wilfrid Laurier University. She holds her Financial Managerial Advisor, Registered Retirement Consultant and Certified Financial Planner designations and is a licensed Insurance Agent.

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. Reach out to Carol-Lyn to start building your right plan today.

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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.

general inquiries —

210 Martindale Road, Suite 100
St. Catharines, ON L2S 0B2

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IG Wealth Management

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