Millie Gormely
CFP 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
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About —
Are you an independent woman (single, widowed, divorced or just keeping separate finances from your partner) working hard to achieve your personal income and retirement goals? Chances are you're also busy dealing with the challenges that come with a corporate, professional, or management position - or you're the boss! You put enormous efforts into helping your company become successful. The problem is you can lose sight of your personal goals and as a result you could end up having to work more years than you wanted to.
►If you lost your job today - how much do you have in savings? How does this impact your retirement plan?
►Have you recently assessed your portfolio to see how would it perform when (not if) we face another market downturn?
►Do you know when you can stop working or how much money you would need to quit your job and maintain the lifestyle you aspire to?
You want to improve your financial well-being, make the right decisions, and ensure that you have the financial resources to meet your goals. As your IG Wealth CERTIFIED FINANCIAL PLANNER professional, I can help you create a financial plan that moves and grows and ensures you are able to adapt to the changes in your life.
Contact me to discuss your personal situation - you never know where a conversation will lead.
A real financial plan
general inquiries —
1113 Jade Court, Suite 100
Thunder Bay, ON P7B 6M7
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Let’s talk —
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