Investors Group Financial Services Inc.
As the result of a successful career in the Canadian banking sector I have accumulated an extensive background in commercial & corporate banking, as well as comprehensive wealth planning services and solutions for individuals, families and businesses.
I have a passion for meeting new people and building relationships based on knowledge and service. My personal and professional objectives are to help individuals, families, business owners and professionals prepare a sound financial path that will help them achieve their goals through wealth ACCUMULATION, wealth PRESERVATION and ultimately wealth TRANSFER.
At IG Wealth Management, financial planning is a group effort. Our team of experts, who specialize in investment, retirement, tax and life planning and more, will collaborate to help make sure you’re set up to meet all your life’s goals.
Life is dynamic and always changing, so shouldn’t you have a plan that changes with you? We call it the IG Living Plan™.
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.
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