CFP, CLU, RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
A sophisticated approach to building and protecting your wealth.
Our team is experienced in business succession and multi-generational family planning, from growth and wealth preservation, to tax and estate solutions. We are passionate, dedicated and committed to being the resource center for all your financial needs. We show a genuine interest in what is important to you and we take the time to understand your concerns while answering questions along the way. By utilizing our experience and specialists, we help you navigate the financial complexities of today to protect and grow your wealth for the benefit of yourself and ultimately your loved ones.
The real benefit is the confidence you will gain in knowing you have an experienced advisory team that is focused on providing comprehensive financial solutions along the road to financial prosperity.
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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