Personal Value Statement:
People choose to work with me because I am dedicated to helping clients become better educated and organized regarding their personal finances.
What this means is that I will create an environment where you feel comfortable talking about your greatest challenges, opportunities, and what matters most to you and your family.
The benefit is that you will have peace of mind in knowing you have a financial partner with your best interests in mind.
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
What should you consider when planning for your retirement? Does your current will reflect your wishes? Why do you need a Power of Attorney? What does your Executor need to know?
Please join us for an Estate Planning Seminar with the goal of the evening is to introduce you to the estate planning process.
We will also be discussing ways you can simplify the process for your executor, and tips for you to plan in advance so that your estate is settled swiftly according to your wishes.
Sep 26, 2018 - Sep 26, 2018
385 Haig Street
Sudbury, ON P3C 1C5
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.