HEATHER CAIRD
CFP
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
We have spent the last decade providing retirement, tax and estate planning services to families in Gananoque and the 1000 Islands area.
Having had the pleasure to serve client families over generations, we see it as our responsibility to ensure that clients can enjoy the retirement lifestyles they deserve, protect those they love and give to the worthy causes they care about.
We take the time to understand what really matters to each client, then create and execute a plan that adapts to changes over the years.
Success is seeing clients enjoy the peace of mind that comes with knowing they can provide for themselves and their families and that their wealth has made a positive impact on their world.
My IG advisor does all my financial planning
general inquiries —
80 Garden Street
Gananoque, ON K7G 1H7
Get Directions
Let’s talk —
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOWtrending advice & stories
Your finances and dementia
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.
learn more
Fixed vs. variable mortgage rates: which one should you choose?
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.
Learn more
Investors often ask: Is now a good time to invest?
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.
Learn more
What is estate planning? Hint: it’s a lot more than just making a will
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.
Learn more
Tax and estate planning for business owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
Learn more
Five myths about retirement planning
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.
Learn more