I became a Financial Consultant over 22 years ago. What attracted me to financial planning was the various different disciplines that it involves: Financial Management, Tax planning, Investment Planning, Risk management, Retirement planning and Estate Planning. I find it fascinating! Developing trust in the relationship between myself and clients is incredibly important to me, because I am helping them plan for their retirement, the funding for their child's education or their legacy through an estate plan.
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.