RALPH SACCO

RALPH SACCO

Executive Consultant

Investors Group Financial Services Inc.

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About —

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Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.

Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

Team —

Vicki Li

Vicki Li

MAcc, BCom

Associate Consultant

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Phone   Email weiru.li@investorsgroup.com
Vicki has been a consultant with IG for 6 years. Vicki is fluent in Mandarin and has experience with immigration and rental properties. Prior to joining IG she graduated from University of Alberta with a Bachelor of Commerce degree, with a major in Accounting and a minor in Finance. She also has obtained her Master of Accountancy degree from Brock University. Vicki is a Registered Retirement Consultant and is currently working on her Certified Financial Planning designation. Planning and attention to details come naturally to her. Travel and Cats are just some of her favorite pastimes.
Mark Mulholland

Mark Mulholland

Associate Consultant

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Phone (905) 682-7292 Email mark.mulholland@ig.ca
Mark has been with IG for 10 years and is currently completing his CFP designation.
He has owned and operated several successful businesses since 1983, from manufacturing and design to Business development. He has also developed and taught courses at Centennial College.
Before joining IG Wealth Management, he had specialized in the Development of Franchises and Financial Business Planning throughout the country.
Mark has a wife and 2 boys. In his spare time, he restores classic cars and enjoys cruising and car shows.
Domenic Ursini

Domenic Ursini

Associate Consultant

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Phone (905) 682-7292 ext. 6333 Email domenic.ursini@ig.ca
Transcript

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.

general inquiries —

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210 Martindale Road, Suite 100
St. Catharines, ON L2S 0B2

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