IIROCCIPF Certified


Investors Group Securities Inc.

Investors Group

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About —

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I come from an entrepreneurial home with eleven older siblings. I grew up working in many of their businesses and saw first hand the challenges and rewards that being a business owner provided. I have always been drawn to the special mix of passion and grit that's at the core of every entrepreneur.

In my 20+ year career working with small and medium business I've learned the importance of focus, being goal-oriented and staying organized. This was not only a key ingredient for success but also necessary for providing stability and sanity in life.

In my practice I partner with entrepreneurs, professional corporations and executives that value proactive planning and crave efficiency. Our team includes experts who focus on executive compensation, advanced financial planning, corporate and personal taxation, business succession, philanthropic planning, US Cross-border considerations and income planning. Together we create and guide the detailed comprehensive plans needed to successfully achieve your goals.

I encourage you to reach out, I'd love to learn more about you and what your working towards.

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

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100 - 37 Richard Way SW
Calgary, AB T3E 7M8

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IG Wealth Management

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