Successful people have a history of making great decisions.
For the past 29 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 creating a core understanding of your personal - and family - financial ABC's. Financial literacy is one of the cornerstones of our practice because 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. After 29 years of doing this, one thing I’ve come to notice is that many people need a little help modifying their financial behaviours from time to time – keeping their focus on actionable steps they need to make to ensure their future plans happen.
Success can be as simple as choosing your advisers well! Let us know how we can help.
Areas of Focus:
✓ Asset Management
✓ Business Succession Planning
✓ Inter-generational Wealth Transfer
✓ Tax & Estate Planning
Your IG Consultant works closely with you to proactively understand your financial needs.
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.