After four years as an Executive Assistant to Lisa Bell, Senior Financial Consultant at Investors Group,I have moved into the role of Associate Consultant, I take a genuine interest in helping clients achieve their financial goals. My caring, energetic personality along with my desire to build lasting relationships, will aid in the long term strength and success of your written financial plan and ultimately your financial well-being.
My supporting team, here at Investors Group, will provide clients with comprehensive financial planning and advice to reach their financial goals. We commit to having close business relationships with engaged, long-term clients and ensure they will have evolving written financial plans and act on sound financial advice.
Whatever your short or long-term financial goals; buying a home, paying for an education, living well in retirement or planning your estate; we will work with you to develop a plan to help get you there.
As you go through life, there are many ages and stages where financial advice will be of great value to you. We will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices.