Executive Financial Consultant
Investors Group Financial Services Inc.
Let me start with, I am a CERTIFIED FIANNCIAL PLANNER professional. Your financial advisor should be someone who you can work with honestly, easily and that you can trust. With all the areas of your life that finances come into play; paying less taxes, planning your retirement, and protecting your family. The relationship you have with me will be a lifelong one. With over 30 years of combined experience on my team, helping families and professionals meet their financial goals and achieving peace of mind, we are committed to giving excellent service and providing comprehensive financial advice.
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.
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.
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