at 100 - 37 Richard Way SW, Calgary, T3E 7M8 Canada
B. Comm., M. Sc., CSC, LLQP; Consultant with Investors Group Financial Services Inc. Passionate about financial education and focus on helping Canadians to build and preserve wealth.
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At Investors Group, we know that today, good financial advice is more important than ever.
We take a long-term approach to planning.
We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
Explore all of retirement’s possibilities.
RSPs are only a part of your retirement picture.
At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.
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.
This year, the federal government introduced new corporate rules that could affect your tax planning.
Learn More A range of new tax changes have come about in 2018.
Here’s what might impact your upcoming tax return.
Learn more Although direct beneficiaries can offer simplicity in some cases, they are not always appropriate.
Here’s how to make the RRSP work better for you.
Here’s how to boost sales, performance and more.
Here are a few events that may have impacted portfolios this year.
Learn more Success!