CFP, CLU, RRC, CFDS
Senior Financial Consultant
Investors Group Financial Services Inc.
My financial planning practice is positioned to assist people with estate planning and wealth transfer needs. No one wants to think what might happen when they are no longer here. It’s also a complicated topic that covers investments, tax and real estate, not to mention hard-to-navigate family issues. Because of all that, many people make mistakes or forget important steps when developing their estate plan and that can lead to trouble for their heirs.
You deserve s’more from a financial plan
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