I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer-term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, we will implement your plan and review it regularly as your life changes.
A good plan is like a road map, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
What is true wealth all about, it is about the people we love, the values we hold to be true, the life we cherish and the dreams we have. I believe that by building long-term relationships with clients, this is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – I will work with you to develop a plan to help get you there.
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?
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.