CFP, CPA, CGA, RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
**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?
You deserve s’more from a financial plan
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.
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