Canadian Financial Planners Standards Council certified CFP(registrant#38094) and Canadian Institute of Financial Planning Registered Retirement Consultant(license number 117389) Professional with 13 years experience helping High net worth Canadians( investable asset 250K +)ensure never run out of money before and during retirement; and helping business owners accumulate more wealth in a tax efficient way.
Works with numerous small business in the private sector and several non-profit organizations for the design and implementation of cost effective health insurance plans for diverse employee groups.
Areas of work: Group Health Insurance for Employees
Investment, Tax Planning and Retirement Planning
Individual Insurance: life, disability, long-term care, critical illness
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
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.