CFP, CLU, CHS, RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
The Engel team focuses on building a customized, strategic, intergenerational wealth transfer program for mass affluent and high net worth clients and their families.
This program analyzes the implications of income tax, estate fees and other costs and provides solutions to mitigate the erosion of the net value of your estate.
A comprehensive financial plan that provides strategies to ensure clients accomplish their retirement, education, home ownership and other goals and appropriate risk reduction strategies accompanies the inter-generational wealth transfer program.
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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