I work with a range of clients and their families to prepare them for whatever life may bring and to shape their wealth for generations to come. In doing so, I look at each dimension of clients’ financial life – not just investments. A well-built financial plan that grows and adapts to changes in your life also includes looking at all factors that can impact your wealth and life.
I believe I can only advise you if I really know you and your family. That’s why I form lifelong relationships with clients; the more I know about you, the better financial plan I can build for you with a deeper understanding and clarity about what you want for your life now and in the future.
Here at IG Wealth Management, one of Canada's largest non-bank affiliated wealth management firms, we have the IG Living Plan. This planning tool will help us build financial plans together that will evolve as you and your family do.
I am supported by a team of regional specialists including Mortgage Planning, Insurance & Estate Planning and Advanced Financial Planning.
Together we will answer all your toughest life and financial questions.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want