CFP, RRC
Division Director
Investors Group Financial Services Inc.
At IG Wealth Management, financial planning is a team effort. As your IG Consultant, I will meet with you to discuss your immediate goals and long-term objectives. With the support of our team of financial planning experts, who specialize in investment, retirement, tax and life planning and more, we will help make sure you have the financial plan that will help meet all your life’s goals.
Our experts also help clients stay on top of government legislation changes, global market movements and new financial ideas, so they have the most up-to-date knowledge of the things that matter most to your plan.
Using all of that expertise, we will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. We’ll regularly review your IG Living Plan to ensure it adapts to your evolving needs.
IG Wealth Management - How strong is your financial plan?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Webinar
Master your Retirement: Key actions to take to secure
the retirement you want
Wednesday, January 27, 2021
7:00pm (ET)