I commit my time and expertise to developing a personalized plan for you and your family.
A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.
With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
I would like to extend this invitation to you, your family, and friends to attend our annual IG Wealth Management Exclusive Shopping Event at the Bay Southgate. Please take advantage of this opportunity for additional discounts, doorprizes and complementary light refreshments. . . .all during a time when the Bay is open exclusively to IG Wealth Management.
Please let know how many will be attending in your party by Nov 21st, for your tickets.
Dec 2, 2018 - Dec 2, 2018
Hudson's Bay Southgate
5015 111 Street NW
Edmonton, AB T6H 4M6
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.