Certified Financial Planner (CFP)
Investors Group Financial Services Inc.
I lead a team of financial professionals focused on client outcomes and great service. My role is to help our Consultants reach their full potential. We offer a highly regarded training program, provide ongoing support and encouragement and, ultimately, help our teams to achieve their professional goals.
We are committed to superior service standards and creating lasting relationships with both clients and individuals looking for a rewarding career as a Consultant.
Whether your interest is in exploring a career opportunity, seeking a referral to a Consultant or if you have questions regarding our IG Living Plan, please feel free to contact me.
Administrative AssistantView Bio
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
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more