My practice is focused on developing and implementing “big picture” financial plans to help clients meet their goals – for today and in the future.
I take great pride in getting to know clients personally and take an invested interest in ensuring their needs come first.
Working as part of a team of experts, we proactively adjust your plan as opportunities are identified, and deliver tax efficient strategies across all aspects of wealth management - creating peace of mind and improved financial well-being.
IG Wealth Management - How strong is your financial plan?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca
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.