Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.
Our solutions are best suited for affluent individuals, business owners past or present and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.
The road to your financial future may be filled with both potential and uncertainty, but the best way to ensure that you can both enjoy the ride and reach your destination is by having a practical, easy-to-follow road map.
My personal experience includes over 18 years as a Manitoba business owner, real estate investor in Winnipeg and Calgary, financial cash flow and real estate investment coach.
Because of these experiences, I am well-equipped to address your fiscal plan today and for the future, which means if you are in Comox Valley, Vancouver Island or in or near Winnipeg, Manitoba I can create the absolute best road map possible for you and your family.
Your IG Consultant works closely with you to proactively understand your financial needs.
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.