Investors Group Financial Services Inc.
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
I help business owners, public employees, and tradespeople make sound financial decisions to build, protect and preserve their wealth; whether it's helping you avoid the 3 biggest risks to your business, understanding the gaps in your benefits, or planning for retirement on YOUR terms, I help bring clarity to your financial life.
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.
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