Senior Financial Consultant
Investors Group Financial Services Inc.
The phrase “treat your body like a temple” is a six-word guide to living a healthy lifestyle–but what about healthy finances? A well-designed plan for your financial future is an integral part of building the life you want for yourself and your family. So, what could you gain by getting your financial house in order? Achieve peace of mind knowing your finances are well-kept.
As your life changes, so do your financial needs. Therefore, your house will need occasional remodeling. As experienced Certified Financial Planner professionals, my team and I will help build a strong foundation for your financial home, making certain you feel secure and comfortable along the way.
With a personalized approach, we provide custom solutions to your unique situation. Working with a multitude of regional IG specialists and over 20 years of expertise in managing over 57M in assets*, we work with you to establish a plan suitable to your needs and accommodating of all your preferences.
Whether you are a professional, business owner, or family looking to accumulate or preserve wealth — we are committed to providing you with the very best advice, products, services and resources. We are also proud to offer our financial services in both English and French, serving a diversified clientele and encompassing many industries.
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.
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
The Living Market podcast with host Philip Petursson
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