CFP, RRC CFP Certified


Investors Group Financial Services Inc.

Investors Group

Request an appointment with GREG SCHERF

If you would like to request an appointment please complete your personal information below.

topics to discuss


Your appointment registration has been successfully sent!

About —

icon book and glasses

Senior Consultant licensed for mutual funds, life insurance, and accident and sickness insurance in Alberta. I achieved my CERTIFIED FINANCIAL PLANNER designation in 2010. Individual clients receive personal financial life planning to help them achieve their goals. Business-owner clients receive the same planning, but oriented to the unique needs, challenges, and opportunities present with business owners. Business clients receive group benefit and retirement planning to help attract and retain the best people in the industry and keep related costs in balance with benefits received.

Our Services: Financial life planning, Retirement goal setting, Education planning, Group benefits, Group retirement planning, Financial planning for business owners

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

250-8005 Emerald Drive
Sherwood Park, AB T8H 0P1

Get Directions
IG Wealth Management

Request for More subscription


Your newsletter subscription has been successfully sent!