BA, CFP, CLU, RRCCFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Professional And Modern Advice For Your Financial Planning Needs

While financial planning can be complex, it is important that you understand the reasoning behind the recommendations our team makes, as these strategies will affect your future for years and generations to come.

We take the time to develop sophisticated financial plans that include investment planning, risk management, tax and estate planning so that you can achieve the optimal financial outcome for your family. We continue this relationship of planning and education as your circumstances change over time, and as wealth transfers between generations.

As a Certified Financial Planner professional, when you provide your valuable time, attention and resources – I return that gesture with an unparalleled level of commitment, to ensure your financial future.

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You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.

general inquiries —

390 Brant Street, Suite 600
Burlington, ON L7R 4J4

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IG Wealth Management

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