Kelsey Filion

Kelsey Filion

BBA 

Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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I commit my time and expertise to developing a personalized plan for you and your family.

A good plan is like a roadmap, 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.

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.

With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments

Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010

Proactive Advisor

Your IG Consultant works closely with you to proactively understand your financial needs.

general inquiries —

#100 - 37 Richard Way SW
Calgary, AB T3E 7M8

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Investors Group

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