DEBBIE L. CARSLAKE

DEBBIE L. CARSLAKE

CFP, FMA, RRC CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

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About —

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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.

Team —

Logan Marchen

Logan Marchen

Associate Consultant

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Phone (705) 876-1282 ext. 3325 Email logan.marchen@investorsgroup.com
Lacey Richard

Lacey Richard

CFP, RRC

Associate Consultant

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Phone (705) 876-1282 Email lacey.richard@investorsgroup.com
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.
Charmayne Kocsis

Charmayne Kocsis

CFP

Associate Consultant

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Phone (705) 876-1282 Email charmayne.kocsis@investorsgroup.com
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.
Hailey Smith

Hailey Smith

Administrative Assistant

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Hailey joined our team is 2015, and is often our clients first point of contact. Her warmth and welcoming professionalism, makes her an invaluable member of our financial planning practice. Hailey 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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A Plan for Living

An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?

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Peterborough, ON K9K 1R2

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