By working with my experienced team of specialists in tax and estate planning, securities and investments, and mortgage and lending, I endeavor to bring clients to a better financial position than when I first met them. The tailored, well rounded plans will meet both your short and long term financial goals, and will always put your needs first, creating a lifetime client through honesty and integrity. The strategies implemented may be complex, but the way I explain it is not. Understanding that wealthy investors have, on average, three financial advisors, I would like to sit down with you and discuss why it makes sense for me to be one of those.
IG Wealth Management - How strong is your financial plan?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.