Investors Group Financial Services Inc.
With 26 years experience in the financial services industry, Sattu has now committed himself to helping people secure their financial future here in the Okanagan. His mission statement of 'stewardship with integrity, care & professionalism' is an extension of how he believes life should be lived.
Prior to starting his practice in IG Wealth, Sattu worked in financial services for over two decades, in a career that spanned multiple geographies and business functions. During his time with JP Morgan, HSBC and Merrill Lynch, Sattu’s work experience encompassed equity research, portfolio management, derivatives and product structuring / management. He now loves to utilize his analytical skills and deep knowledge of product and solution areas, allied with his love of understanding people, to deliver positive outcomes for clients.
In the community, Sattu has been active in organizing fund-raising events for Special Olympics, Adaptive Snowsports and the Alzheimer’s Society. He is also an active board member in two local not-for-profits, where his experience and skills can further the respective causes.
On a personal level, Sattu & his wife Bernie are fully engaged in the Okanagan lifestyle – whether skiing, golfing or taking part in other outdoor activities. And somehow never finding enough time to fit in all the other wonderful activities that our region has to offer!
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
The Living Market podcast with host Philip Petursson
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