LIANE M KIMMIE
CFP, EPC, RRC
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
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.
Because financial planning is living today but planning to live tomorrow.
Team —
A real financial plan
Associations and Community —
Associations
- Member, Financial Planning Standards Council of Canada (CFP)
- 1992 - Present
- Member, Canadian Initiative for Elder Planning Studies (EPC)
- 2004 - Present
- Member, Advocis
- 1999 - Present
- Member, Canadian Institute of Financial Planning (RRC)
- 2015 - Present
Community
- Chairperson, School District #28 Scholarship and Bursary Committee
- 1989 - Present
- Member, Rotary Club of Quesnel
- 2002 - Present
- Sponsor, Quesnel Live Arts
- 2001 - Present
- Sponsor, Correlieu Player's Club - Annual Musical
- 2012 - Present
general inquiries —
2222 Balsam Avenue
Quesnel, BC V2J 5B7
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Let’s talk —
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