As a CFP professional with 15 year experience, and 20 in the industry, I build roadmaps. These roadmaps start with the end in mind. I help you establish your financial goals within your life goals and talk through the critical transitions of retirement, wealth transfer and tax reduction.
Along the road of life, we have both a fun friendship and a professional relationship. Investors Group gives me a solid kit of tools, education, lawyers, accountants and product specialists to support our planning roadmap.
In return for your trust, I promise honesty, integrity and full commitment.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
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.