JIM DOYLE

JIM DOYLE

CFP, TEP, CDFA, CLU, CIWM, RRC CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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Sunday, October 7 - 14 - 28 - Tune into BNN-Bloomberg 1410 at 12 NOON for financial lifestyle commentary covering a wide range of personal finance topics, from family dynamics and estate planning, to raising financially confident kids, to resolving the financial complexities of blended families and special needs loved ones. Conflict and emotions often arise when it comes to money management. Jim promotes communicating early and often about your plans to ensure a harmonious outcome.

Announcement

About —

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Successful people have a history of making great decisions.

For the past 28 years, I've helped financially-comfortable Canadians - families, retirees, professionals, entrepreneurs and small business owners - envision and realize their financial goals to create lasting wealth that survives across generations.

My team and I encourage “A-ha!” moments and we do this through developing your personal money story. Our strongest relationships are built through delivering a multi-generational approach to money management and a core understanding of the financial ABC's. Financial literacy is one of the cornerstones of our practice. Understanding specific concepts and strategies goes a long way towards building financial confidence, wouldn't you agree?

What sets us apart is our approach to achieving results. When considering wealth, legacy and security, well-advised families are discovering that advisers who take a multi-disciplinary team approach to problem solving achieve more.

Success can be as simple as choosing your advisers well! Let us know how we can help.

Areas of Focus:

✓ Wealth Management
✓ Retirement Planning
✓ Inter-generational Wealth Transfer Planning
✓ Tax & Estate Planning

Team —

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

Events —

Estate Planning & Family Dynamics

Estate Planning & Family Dynamics

Join the conversation on October 23 - "Estate Planning & Family Dynamics" (which become even more complex for stepfamilies where the situation may involve divorce and second marriages). After a death, conflict and issues often rise to the surface. Before this happens, there is an opportunity to work on these issues - to not only promote a more friendly and efficient distribution of worldly possessions after death - but also to develop more harmonious family relationships. Plan more, worry less!

Oct 23, 2018 - Oct 23, 2018

Vancouver Lawn & Tennis Club
1630 West 15th Ave.
Vancouver, BC V6J 2K7

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Estate Planning & Family Dynamics

Estate Planning & Family Dynamics

Join the conversation in West Vancouver "Estate Planning & Family Dynamics" (which become even more complex for stepfamilies where the situation may involve divorce and second marriages). After a death, conflict and issues often rise to the surface. Before this happens, there is an opportunity to work on these issues - to not only promote a more friendly and efficient distribution of worldly possessions after death, but also to develop more harmonious family relationships. Plan more, worry less!

Nov 7, 2018 - Nov 7, 2018

Seniors Activity Centre
695 21st Street
West Vancouver, BC V7V 4A7

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Investors Group

10/19/2018 -10/19/2018

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general inquiries —

Suite 770, 666 Burrard Street
Vancouver, BC V6C 2X8

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Investors Group

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