CIWM, CFP, B.Mus, RRC
Senior Financial Consultant
Investors Group Financial Services Inc.
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help make sure you’re set up to meet all your life’s goals.
My role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning, “The Gamma Factor and the Value of Financial Advice”. CIRANO (2016)
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
The Living Market podcast with host Philip Petursson
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