CFP, RRC
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
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
A real financial plan
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