CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
I am a CERTIFIED FINANCIAL PLANNER professional with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achieve their personal financial goals with my approach tailored towards the career journey of Executives & Retirees. Building wealth through generations involves great tax strategies combined with effective wealth management. We plan for success and prepare for the unexpected.
We work with some amazing families. Many are philanthropists and some want to be more involved in their community. Some are retirees that have looked for estate-planning advice or want to know that their incomes will last. Others are getting close to retirement and want to know how that transition will work and how to effectively create paycheques and "playcheques" during their retirement years while minimizing tax.
If you have identified with any of these people, we should talk. I look forward to speaking with you.
Administrative 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.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more