FSA
Financial Security Advisor, Mutual Funds Representative
Investors Group Financial Services Inc.
Financial Services Firm
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. They have come to expect solutions that are unique as they are.
We have a long history of designing and managing comprehensive solutions for high net-worth individuals, families and foundations through a disciplined and proven approach. Whether you want us to manage everything, or if you want to take a more active role in your portfolio, your IG Living Plan™ will be tailored to your specific needs.
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOW