Rose Hong Le

Rose Hong Le

Consultant 

Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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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 Plan for Living

An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?

general inquiries —

5113-333 96 Avenue NE
Calgary, AB T3K 0S3

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Investors Group

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