CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
You want to improve your financial well-being and make the right decisions for today and tomorrow. You also want to ensure that you have the financial resources to meet your goals. As your IG Wealth CERTIFIED FINANCIAL PLANNER, I will help you create a financial plan that moves and grows and ensures you are able to adapt to the changes in your life.
Are you working hard to achieve your personal income and retirement goals? Chances are you're also busy fighting fires and dealing with the challenges that come with a corporate, professional, or management position. Most women in your shoes spend long hours helping their company and projects become successful, but they can lose sight of their personal goals. As a result, they unintentionally end up working more years than they planned to.
►If you lost your job today - how much do you have in savings? How does this impact your retirement plan?
►Do you know if your company supports flexible investing (which is becoming more popular in many company-sponsored retirement plans)?
►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?
Life is always changing: shouldn’t you have a plan that changes with you? Contact me to discuss your personal situation - you never know where a conversation will lead you!
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more