You've heard the saying "Luck is what happens when preparation meets opportunity". Our clients, and in fact our Consultants, are often viewed as the “lucky” ones – but we know better. Our approach results in clients that are better prepared than anyone else to navigate financial challenges and capitalize on opportunities. The result? They experience superior financial outcomes and unshakable financial confidence.
As Regional Director, my primary objective is to help Canadians plan for financial security, ensuring our team is providing quality financial planning advice and products and delivering a superior wealth management experience. We use a comprehensive approach to protecting and growing your wealth by creating tailored strategies. These strategies synchronize your entire financial life so you can consistently achieve both short term and long term financial goals.
We work with a suite of experts in the key areas of tax minimization, corporate planning, retirement income, estate planning, succession planning and wealth transfer to create a solution that fits your unique situation.
Our rigorous approach of research and validation allows us to employ some of the latest technological advancements alongside time-tested wealth management strategies to drive superior client outcomes.
Seeking an introduction to a Consultant or a solution to a financial question? Interested in the career opportunity? Please contact me and learn why luck really has nothing to do with it...
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.