With almost 30 years of high net worth and private banking experience from multiple financial institutions, I offer a truly unique perspective of integrated wealth management. Guided by a 7-step ‘True Wealth Management’ process, my personalized advice goes beyond just financial planning; it’s a road map that evolves with you at every stage of your life and career.
With the client experience at the heart of everything I do, my personalized attention to detail is evident by my true passion for clients’ financial well-being and the 1-on-1 personal relationships I form with the families I serve.
IG Wealth Management - How strong is your financial plan?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca
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.