DANIEL POIRIER
CFP 
Executive Financial Consultant
Investors Group Financial Services Inc.
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With a CERTIFIED FINANCIAL PLANNER (CFP) designation, Dan specializes in high net-worth portfolio management , providing sound advice and financial support to retirees, small business owners and multi-generational families. He tailors solutions to client’s life goals, focusing on all area of your financial life. With over 30 years of experience, he specializes in retirement and estate planning, family income protection and business ownership.
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With a CERTIFIED FINANCIAL PLANNER (CFP) designation, Dan specializes in high net-worth portfolio management , providing sound advice and financial support to retirees, small business owners and multi-generational families. He tailors solutions to client’s life goals, focusing on all area of your financial life. With over 30 years of experience, he specializes in retirement and estate planning, family income protection and business ownership.
DANIEL POIRIER's Team
CRYSTAL KENYON
Associate Consultant
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Crystal has worked for IG Wealth Management since 2001, joining the Poirier & Associates team in 2003. She specializes in insurance, mortgage and tax planning. She supports the team with comprehensive financial planning and a facts-based approach to portfolio and risk management. Crystal is in the final stage of attaining her CERTIFIED FINANCIAL PLANNER (CFP) designation.
ADAM GAUTHIER
Associate Consultant
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Adam has a degree in Electrical Engineering and a masters in Leadership & Management. He worked as an Engineer for several years in Alberta and here in the Kootenays helping people take care of pre-paid funeral arrangements. Adam has a strong desire to develop long term relationships with families and help them experience financial peace. Adam is in the process of obtaining his CERTIFIED FINANCIAL PLANNER (CFP) designation.
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What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.