H.B. Comm, CFP CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Are you a hardworking, busy, successful individual who has difficulty finding time to focus on the complexities of financial strategies? Do you feel bored or overwhelmed by tax law, inter-generational wealth transfer management and asset allocation?

Our advanced financial planning team and I will collaborate with you, your accountant and your lawyer to build an integrated wealth management strategy around you and your family. We understand that working with a professional requires trust and confidence. When you share your personal goals and information with us, we know you have high expectations of us and we promise to deliver.

Our team is dedicated to creating a comprehensive plan for your financial well being centered on your personal goals. Furthermore, we strive to provide exceptional service while putting it into action so that you can spend your time focusing on what is important to you.

Let us use our expertise to do what we enjoy- so you can enjoy the results.

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?

general inquiries —

144 Pine Street, Suite 101
Sudbury, ON P3C 1X3

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Investors Group

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