As a Division Director in Penticton at IG Wealth Management I attract, train and develop Consultants. If you are a professional that is looking to be your own boss and thrive in an environment that supports development and training, with rewards and compensation for being a successful planner now may be the time to learn more about the value we provide to our advisors and our clients.
As a Certified Financial Planning professional I cherish the relationships and trust that I share with clients as we make decisions together that provide peace of mind through the pillars of life planning.
Working with those approaching retirement and those already retired, the living plan we build provides a broader, deeper view of your financial life and well-being and can guide you through the many challenges that are ahead. Answers to your questions and direction can go a long way in helping to provide peace of mind.
IG Wealth Management offers a full range of in-house and third party investments, banking, mortgages and lending, as well as insurance options tailored to meet your needs.
Life with financial planning, approached as a partnership, can bring clarity and confidence knowing that the decisions you are making are the right ones for you at any stage in your life.
Explore all of retirement’s possibilities.
RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.