CFP, EPC, RRCCFP Certified


Investors Group Financial Services Inc.

Investors Group

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About —

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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.

Because financial planning is living today but planning to live tomorrow.

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

Associations and Community —


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


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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IG Wealth Management

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