I truly believe, Financial Planning is a journey and change is its nature, therefore all the Financial Products you own—today & in the future—should only be the BYPRODUCTS of a Tax Efficient Written Financial Plan under the holistic approach, which is carefully crafted by the hands and hearts of a Certified Financial Planner (CFP) professional like myself along with my seasoned advisory summit. My team works as your financial GPS to bring Transparency, Clarity, Focus, Control and Timely Updates to matters uniquely important to you and your beloved family. I only advise you after thorough examinations of the ultimate route to achieve your unique destination(s), therefore you can live a fulfilled life and keep the wealth for generations to come.
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?
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.