I'm not your typical financial advisor, I have an unbiased and value-add approach. I understand that financial planning is more than just numbers and charts; it's about answering big questions like whether I can retire, what will retirement look like, and planning for those "what if" moments.
I started my journey in finance at the University of Manitoba, where I earned a degree in Finance & Marketing. To continue to further my dedication and knowledge, I successfully became a CERTIFIED FINANCIAL PLANNER professional. I am an active member of the Winnipeg Society of Trust and Estate Practitioners. I plan to continue to learn and grow because of the ever-growing need of our clients, but beyond my credentials, I have a genuine passion for helping others.
Born and raised in Winnipeg, Manitoba I know the importance of building and growing with the community. I'd be more than happy to connect and start building toward your retirement goals. I believe that financial planning is not a one-size-fits-all approach.
Outside of work, when I am not advising clients, I can be found volunteering and participating in the local community. I strive to make a positive impact wherever I can, especially when it comes to your finances.
If you'd like to grab a coffee or schedule a meeting, please reach out to me directly at 204.898.3223, or email me at email@example.com
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.
I am excited to announce, I will be hosting an in-person seminar on "Planning for Business Owners" on the 24th of January. We will discuss:
-How to grow and access the wealth from your business more efficiently
-Tax rules and how they influence your financial plan
-How to use business incorporation to maximize capital gains exemptions and why organizational structure matters
Jan 24, 2024 - Jan 24, 2024
IG Wealth Management
461 Sterling Lyon Parkway
Winnipeg, MB R3P 2S8
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