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 email@example.com OR phone 403.690.7269
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
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.