RRC®
Executive Consultant
Investors Group Financial Services Inc.
Wealth management is more than just investment advice, it should encompass all aspects of your financial life. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan.
I offer clients a high-level professional service that combines financial and investment advice, tax planning strategies, retirement and estate planning services. How do I do that?
• Impact long-term wealth by reducing unproductive cash outflow and providing a foundation to maximize personal wealth.
• Recommend effective tax strategies that help reduce a client’s tax burden so that they can use those savings to fund other goals.
• Create investment plans that effectively balance risk, returns and tax implications according to a client's unique situation.
• Incorporate risk management analysis that aligns to a client's insurance for today and tomorrow.
• Map out realistic retirement plans that provide a financially achievable retirement lifestyle.
• Help clients structure their estate in the most tax effective and equitable manner possible.
The process is collaborative – I recognize that your dreams and goals are as important as the assets that will help you realize them.
A real financial plan
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