RRC CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Our clients are mature and established. They've come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs.

We design and manage comprehensive solutions for high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.

Team —

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

Events —

Complimentary Estate Planning Luncheon and Learns

Complimentary Estate Planning Luncheon and Learns

We provide complimentary Lunch and Learns for private groups of 10+. This includes a one hour estate planning session, followed by lunch and a round table discussion.

Sessions are ideal for those 55 yrs+ with $250,000+ of investable assets, who want to avoid costly mistakes. Nobody plans to make the tax man a beneficiary of their estate.

There is no cost and no obligation, although pre registration is required. Contact us to book your session today.

Jan 15, 2018 - Dec 1, 2018

Call us to discuss- Mandy Baker @ 250-338-7811, OR email at
Courtenay, BC V9N 2K6

Investors Group

10/23/2018 -10/23/2018



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Associations and Community —


Volunteer, RCM SAR
2017 - Present

general inquiries —

22 - 1599 Cliffe Avenue
Courtenay, BC V9N 2K6

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Investors Group

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