Senior Financial Consultant, Chartered Financial Analyst, Certified Financial Planner, Registered Retirement Consultant
Dealing Representative
Investors Group Securities Inc.
Firm in financial planning
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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.
Associate Consultant
Financial Security Advisor, Mutual Funds Representative, Dealing Representative
Executive Assistant
A real financial plan
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