HEATHER CAIRD

HEATHER CAIRD

CFP CFP Certified

CERTIFIED FINANCIAL PLANNER®

Investors Group Financial Services Inc.

Investors Group

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About —

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Those who are approaching retirement know that it is not an event, rather a transition stage that is as unique as they are. It's an opportunity to explore new challenges and enjoy what matters most to them. Ultimately, everyone asks "Am I going to be ok?" Our clients are mature and focused. They are wanting to preserve their wealth and reach their goals in a tax-efficient manner.

Our process is collaborative - we recognize that your dreams and goals are as important as the assets that will help you realize them.

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 —

80 Garden Street
Gananoque, ON K7G 1H7

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IG Wealth Management

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