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
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
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.
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.
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.
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.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.