Investors Group Financial Services Inc.
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help make sure you’re set up to meet all your life’s goals.
My role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning, “The Gamma Factor and the Value of Financial Advice”. CIRANO (2016)
Executive AssistantView Bio
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At IG Wealth Management, 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 IG Wealth Management, 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.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more