I like to think of myself not only as a financial advisor with Investors Group, but as life coach as well. I help people make their goals a reality; I do this by having meaningful conversations with clients, I get to know them and their dreams and desires, I then find strategies to help them live their dreams. There is nothing I enjoy more than becoming successful with clients as I help them become successful, both in a financial way, but more importantly in a true work/life balance.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want