CAROL ANN BUDD

CAROL ANN BUDD

P.Eng., RRC, CFP, DSc CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

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Investors Group

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About —

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Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.

Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.

Team —

2017 Year in Review

2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year

Associations and Community —

Associations

Certified Financial Planner designation, Canadian Institute of Financial Planners (CIFP)
2014 - Present
Registered Retirement Consultant, Canadian Institute of Financial Planners (CIFP)
2015 - Present
Professional Engineer, Professional Engineers Ontario (PEO)
1999 - Present

Community

Councillor, Aboriginal Council of Queen's University
2013 - Present
Co-Chair, Ban Righ Foundation Queen's University
2011 - 2014
Advisor, Aboriginal Access to Engineering at Queen's University
2010 - 2013
Director/Chairperson, Canadian Aboriginal Science & Technology Society
1998 - 2010

general inquiries —

Investors Group

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