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.
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