BA, CFP, EPC, CPCA, RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
Here at IG Wealth Management, we are committed 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 achieve all of your goals, no matter your stage in life.
I lead a team of financial professionals focused on client outcomes and great service. My role is to provide our IG Consultants with the financial planning expertise and tools they need to help you in the best way they can. That includes offering professional support, such as comprehensive training, mentoring and encouragement.
Whether you are interested in exploring an entrepreneurial opportunity with IG Wealth Management, looking for referral to a Consultant, or if you want to talk about our IG Living Plan, then please contact me to book an appointment.
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. 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.