Rose Hong Le

Rose Hong Le


Senior 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 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

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IG Wealth Management

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