CFP , CLU , CHS, RRC
Investors Group Financial Services Inc.
Here at IG Wealth Management, we are committed to helping you realize both your short and long-term financial goals through comprehensive planning.
We believe that building long-term relationships with clients is the best way to help you and your family achieve all of your goals, no matter your stage in life.
I lead a team of financial professionals focused on client outcomes and great service. My role is to provide our IG Consultants with the financial planning expertise and tools they need to help you in the best way they can. That includes offering professional support, such as comprehensive training, mentoring and encouragement.
Whether you are interested in exploring an entrepreneurial opportunity with IG Wealth Management, looking for referral to a Consultant, or if you want to talk about our IG Living Plan, then please contact me to book an appointment.
Executive AssistantView Bio
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Retirement for today's changing world: Exposing the top 5 myths of retirement planningWATCH NOW
Selling a professional service business takes time – start planning for a sale at least five years out.Learn More
If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then considerLearn more
As interest rates rise, you may be wondering if you should turn your variable rate mortgage intoLearn more
A family vacation home is more than an asset. It’s years of shared memoriesLearn more
Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.Learn more
You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estateLearn more