DEBBIE L. CARSLAKE
CFP, FMA, RRC 
Executive Financial Consultant
Investors Group Financial Services Inc.
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With over 30 years experience, Debbie specializes in providing comprehensive financial planning for clients with more sophisticated needs. Her experience and knowledge enables her to assist clients to better understand life's financial complexities, with an emphasis on tax and estate planning. Her process provides clear direction, helping clients accumulate, grow, and preserve their wealth. By employing tax efficient strategies, Debbie is able to build a solid foundation for income needs in retirement, which instills confidence and peace of mind. Debbie will do her utmost to understand you and your family to ensure your desired outcome is achieved.
DEBBIE L. CARSLAKE's Team
Charmayne Kocsis
CFP
Senior Financial Consultant
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Since 2004, Charmayne has been an integral part of our g rowing, successful, financial planning practice. Education continues to be a lifelong passion, as demonstrated in obtaining her CFP, life insurance license; and Branch Compliance Officer's Course. Charmayne's depth of experience, combined with her knowledge, enables her to oversee all aspects of the practice and understand the ever-evolving changes to the financial planning industry.
Lacey Richard
CFP, RRC
Senior Financial Consultant
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Since 2007, Lacey has been working with young families and professionals to help them better balance the needs of today while planning for tomorrow. By taking the time to get to know each client, and to truly understand their unique situation, Lacey has established a solid reputation, of delivering extraordinary financial planning results. Helping clients to achieve their goals is what motivates Lacey, as well as building and maintaining long term financial relationships.
Erin McLeod
Executive Assistant
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Erin joined our team in 2021, and is often our clients first point of contact. Her warmth and welcoming professionalism, makes her an invaluable member of our financial planning practice. Erin is highly organized, focusing her attention on our daily operations, to ensure optimum efficiency in all aspects of client servicing. Her positive attitude brings an enthusiasm to our workplace and enhances our clients overall experience.
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