CPA, CA, CFP, RRC, MFA-P CFP Certified


Investors Group Financial Services Inc.

Investors Group

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About —

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Creating wealth. Protecting income. Preserving estates. Legacy focused.

*Are you maximizing tax saving strategies to meet all your wealth transfer and charitable legacy wishes?
*Will your retirement savings last?
*Is your income protected from illness or disability?
*Do you have guaranteed income that you can never outlive?
*Is the value of your estate protected?
*With 20+ years of experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries.

I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, corporations, professionals, and business owners.

Team —

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.

general inquiries —

Unit 1 - 594 Goderich St, P.O. Box 2129
Port Elgin, ON N0H 2C0

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IG Wealth Management

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