Managing your wealth means more than managing your investments. We thrive on improving the financial and emotional well-being of clients, friends and family. We connect with people and build rapport while supporting the community in which we live by volunteering and community involvement.
With clients, we provide full written IG Living Plans™ based on their dreams, desires and timelines. Our strategies work for everyone, but in our years of practice experience we have developed plans to specifically help retirees, business owners and professionals. Our experienced team has access to regional specialists with expertise in tax and estate planning, securities, insurance protection, lending and business succession support, so we can tailor a plan that meets your short and long term goals. Although our strategies can be complex, the way we explain it is not. We take the time to educate clients in simple language on all the unique facets of their Living Plan, how it affects them and their options and alternatives.
Whether you are interested in exploring an entrepreneurial opportunity with us, looking for referral to a Consultant, or wanting to talk to me as a Consultant about your financial situation, feel free to contact me.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, 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 Investors Group, 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.
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.