BA, CFP, EPC, CPCA, RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
Here at Investors Group, we are devoted to helping you realize both your short and long-term financial goals through comprehensive planning.
We believe that building long-term relationships with clients is the best way to help you and your family explore the financial planning options that are best for you at each stage of your life.
My role is to help Consultants give clients the best of themselves and to support them in their professional goals by overseeing training, offering mentoring and encouragement, and supporting their efforts in our community.
Whether you are interested in exploring an entrepreneurial opportunity with us, looking for referral to a Consultant, or wanting to talk about your financial situation, feel free to contact me.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.