DAVE KIRKNESS

DAVE KIRKNESS

CFP, CPA, CGA, RRC CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with DAVE KIRKNESS

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

**An important note regarding COVID-19: While our region office is currently closed as a precautionary measure, our team is fully equipped to address your needs remotely. This includes the use of virtual meetings as a substitute for face-to-face appointments in order to keep you and our team members safe. We encourage you to follow any of our social media pages for up-to-date information. Feel free to reach out to us if you have any questions or concerns.

Your financial plan is about you – your circumstances, your family, your dreams. We’re simply here to partner with you.
When we begin the process, we first learn about your needs and goals. That way, we put together a plan that works specifically for you. From there, we’ll regularly review and update your plan to make sure you’re on course toward what you want to accomplish.

The financial plans we create focus on six key areas: cash management, investment planning, tax planning, insurance, retirement planning, and estate planning. We are also equipped to manage your needs related to home and business ownership. Ultimately, putting together a holistic plan like this will give you better long-term outcomes.

Ready to get started?

Team —

See your income in retirement

With the help of an IG Advisor, you can find out your monthly income in retirement.

general inquiries —

155 Main Street East, Unit 207
Grimsby, ON L3M 1P2

Get Directions
Investors Group

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!