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 firstname.lastname@example.org OR phone 403.690.7269
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