Rose Hong Le

Rose Hong Le

Consultant

Senior Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with Rose Hong Le

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

As a Consultant at Investors Group Financial Service Inc., I take care financial planning for individual, family and business. My responsibilities are how to support clients:
- Accumulate savings and increase investment
- Help with mortgage planning
- Save taxes
- Plan estate management
- Prepare for retirement budget
- Perform risk management assessment

I am based in Calgary, Alberta with 15+ years of experience in accounting, banking and financial services. My ultimate objective in my career direction aims to support clients to keep peace of their mind and maintain a solid confidence in the future in terms of financial perspective. I would like to synergize personal and business finance into a comprehensive financial plan aligned with each individual and family.

Optimization is achieved through a DISCIPLINED investment portfolio approach, tax minimization, risk management and regular benchmarking against the plan to monitor sustainability and delivery on financial and lifestyle goals.

MY STRENGTHS: Provide financial planning for individual, family, professionals and small business owners, with extensive knowledge in accounting, banking and finance.

CONTACT ME via email at rose.le@investorsgroup.com OR phone 403.690.7269

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

Suite 205, 120 Country Hills Landing NW
Calgary, AB T3K 5P3

Get Directions
IG Wealth Management

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!