I am passionate about providing financial direction for people in a methodical, practical and sometimes even light hearted way. Money is a serious subject and financial concepts and education can be extremely technical. I like to help people articulate their dreams and then build a holistic plan to get them there using my wealth management process, my experience, education and access to a team of specialists which enables me to provide the best possible recommendations and outcomes for clients.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.