Senior Financial Consultant
Investors Group Financial Services Inc.
As a Certified Financial Planner professional, I want to make a everlasting positive impact on clients’ lives, hopes, and dreams. My long term goal is to build a practice consisting of successful owners and professionals and to create a close client relationship that get my direct number, not customers that get 1-800 numbers. With 10+ yrs experience and network of professionals I can solve the most complex problems with an easy, thought out solution that can help achieve your unique goals.
Administrative 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.
Retirement for today's changing world: Exposing the top 5 myths of retirement planningWATCH NOW
Selling a professional service business takes time – start planning for a sale at least five years out.Learn More
If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then considerLearn more
As interest rates rise, you may be wondering if you should turn your variable rate mortgage intoLearn more
A family vacation home is more than an asset. It’s years of shared memoriesLearn more
Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.Learn more
You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estateLearn more