I provide individuals and families with the clarity, confidence and guidance on their financial goals and affairs they deserve. Together, we accomplish this with a personalized living plan, and ongoing coaching from a caring Certified Financial Planner professional.
I understand and embrace that financial independence and well-being means different things to different people. For this reason, my practice delivers a personalized experience where I get to know you, and what you value most. From there, I build a plan that is tailored for you, and more importantly, I act as your guide and coach as we transition through your major life events. I focus on what is important to you, not what is trending, thereby making conversations about your finances a productive and enjoyable experience.
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
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.