Let's put you at the centre of your financial strategy – your dreams, your family, and your opportunities and challenges. It is my job – and my privilege – to learn what's most important to you so we can build a financial strategy that meets you where you are, and gets you to where you want to be. Together, we can work through whatever life throws your way and understand your opportunities to move forward.
At the top of my own set of values is family – they continue to be a huge influence in my life and drive my financial goals. And today, I enjoy time with my partner and his three teenagers. I love to bake (even had a cupcake business at one point), garden and travel. I understand the twists and turns that life can bring and want to work with families to protect their futures.
My practice is well suited for investors at any stage who want to live their best financial lives. I work well with those eager to learn, open to advice and focused on the long-term. I will stay by your side for years to come – to make adjustments when needed and to help you stay on track.
You deserve s’more from a financial plan
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.
Join IG Wealth Management for an in-depth seminar on estate planning. At this complimentary event, we’ll share expert insights and strategies for a well-structured plan to help create certainty for your future.
We will discuss:
The importance of a properly drafted will and other critical components of an estate plan
Key considerations and strategies for various family situations
How to plan ahead and minimize the impact of tax on your financial legacy
Oct 25, 2022 - Oct 25, 2022
967 Innisfil Beach Road
Innisfil, ON L9S 1V3
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