Executive Financial Consultant
Investors Group Financial Services Inc.
Your IG Wealth Management team is dedicated to ensuring you get the highly-personalized attention and expertise that you deserve.
Through regular coaching and service I provide the clarity clients need in today’s complex financial environment. Through comprehensive financial planning and regular reviews I am able to illustrate their progress and define the opportunities they have available to them in a pragmatic and simple to follow process.
By utilizing many of Canada’s brightest advanced financial planning experts and by providing a professionally managed approach to client investments, I am able to provide the right advice at a competitive investment costs while devoting my time to helping each client enjoy a more balanced lifestyle while making better memories.
Executive AssistantView Bio
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.
Retirement for today's changing world: Exposing the top 5 myths of retirement planningWATCH NOW
Selling a professional service business takes time – start planning for a sale at least five years out.Learn More
If you’ve maxed out your RRSPs and your TFSA and still have money to invest, then considerLearn more
As interest rates rise, you may be wondering if you should turn your variable rate mortgage intoLearn more
A family vacation home is more than an asset. It’s years of shared memoriesLearn more
Running an incorporated business can also be tax advantageous as any money left inside of a corporation, up to $500,000 of active business income, is taxed at a low small business tax rate.Learn more
You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estateLearn more