Kevin McIntyre

B.A., RRC, CFP

Division Director

Investors Group Financial Services Inc.

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About —

Kevin became a financial planner to make sure the people he cares about are getting the right advice and recommendations so that their financial future is well taken care of. Kevin strives to make financial planning fun, simple, easy, and stress-free for clients. By combining his skills of empathy, financial planning expertise, and analytical skills with the skills of his financial planning team, he is able to give clients the best possible offering in the market. Kevin achieved his Certified Financial Planner (CFP ) designation in 2017, as well as his Registered Retirement Consultant (RRC) designation. His focus is not solely on investments, but also insurance, tax planning, and retirement and estate planning. By building and maintaining a comprehensive financial plan that is tailored specifically to each client, Kevin ensures that clients are taken care of well into retirement.

Team —

Nancy Ottawa

DBA, B.A., RRC, CFP

Associate Consultant

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Phone (204) 786-2708 Email nancy.ottawa2@investorsgroup.com

Nancy began her career with Investors Group in 1999 in the mortgage department and subsequently moved on to the financial planning area of the company. It is here where she completed her licensing and began sharing with clients her insight into the world of financial planning. Nancy loves working with clients to understand what is important to them and uses her strong organizational and planning skills to help clients achieve their dreams. Trustworthiness and integrity are part of her makeup and it is her wish to combine these characteristics with her knowledge and skill to deliver an exceptional client experience. A willingness to help and empower women who require financial assistance is one of Nancy’s passions.
She has achieved both the Certified Financial Planner (CFP®) and Registered Retirement Consultant designations. Nancy also volunteers her time on the round table committee for Norwest Food Community Co-op and is a member of Investors Group’s National Diversity and Inclusion Advisory Group.

Dave McKelvey-Gunson

B.A.

Associate Consultant

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Phone (204) 786-2708 ext. 2312 Email dave.mckelvey-gunson@investorsgroup.com

David began his career with Investors Group in 2016 as an Associate Consultant after graduating from the University of Manitoba with his Bachelor of Arts degree in Economics and Psychology. David is both mutual funds and insurance licensed, is currently enrolled in the Certified Financial Planner (CFP®) program and plays an instrumental role in client servicing and business operations. Before joining Investors Group, David worked in the automotive industry and taught hockey to children of all ages. He is very interested in the financial industry, and is constantly keeping up with industry changes and current events.

Ashley Lowry

Administrative Assistant

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Phone Email ashley.lowry2@investorsgroup.com

Ashley began her journey with IG as an Administrative Assistant in January 2018. She enjoys working closely with clients and is motivated to provide support in all aspects of business operations. Her exemplary organizational skills and attention to detail allow her to provide service that is second to none.
Prior to working with IG Wealth Management, Ashley worked as a child care assistant and was a care provider for families as a direct support worker.

Transcript

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

Careers —

Become a financial advisor with Investors Group

Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.

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why join investors group?

Training and support

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

Exceptional income potential

At Investors Group, 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.

Community involvement

With Investors Group, 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.