Let’s face it, we want to live to its fullest.
As a Consultant with Investors Group Financial Services Inc., I help clients get more out of their money, so they can get more out of life. I was fortunate to get solid financial advice from my financial planner in my 20s. This advice provided not only a solid financial foundation but also protected my family. Firsthand, I understand the impact that a serious health crisis can have on a family. With the financial building blocks in place, our family has been able to focus on dealing with issues that matter most. I left a corporate position to pursue the financial planning profession with the goal of providing to my clients that same peace of mind, clarity and confidence to achieve their goals. My business focuses on key areas of cash flow, investment, retirement, tax planning and risk management.
An action plan means less worry and greater clarity on your future goals.
Financial Planning Services:
Comprehensive Planning to meet your goals. Our team will look at your entire situation and customize an action plan. We take Protecting your loved ones and business: Life, Disability, Critical Illness, Long term Care, Extended Health Care, Key Person, Business Overhead insurance. an active interest in you and your plan, and review regularly.
Insurance:
Protecting your loved ones and business: Life, Disability, Critical Illness, Long term Care, Extended Health Care, Key Person, Business Overhead insurance. Protecting your loved ones and business: Life, Disability, Critical Illness, Long term Care, Extended Health Care, Key Person, Business Overhead insurance.
Wealth Creation and Investments:
We will work with you to enhance your financial situation and recommend the most suitable investment options for you. Protecting your loved ones and business: Life, Disability, Critical Illness, Long term Care, Extended Health Care, Key Person, Business Overhead insurance.
I’d love the opportunity to sit down with you, talk about your future goals and come up with a plan to help you reach them.
When you’re ready, give me a call at (705) 719-6773 Ext 6277
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***Trademarks including Investors Group are owned by IGM Financial Inc. and licensed to its subsidiary corporations. Insurance products and services distributed through I.G. Insurance Services Inc. (In Québec Financial Services Firm) Insurance license sponsored by The Great-West Life Assurance Company. Investors Group Guaranteed Investment Funds are segregated fund policies issued by the Great-West Life Assurance Company. Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Investors Group Trust Co. Ltd. is a federally regulated trust company. Investors Group Trust Co. Ltd. is a federally regulated trust company and is the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning (Agent) Specialist. *In NB & ON, registered as a Mortgage Brokerage (ON-License #10809) and Mortgage Administrator (ON-License #11256). Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Brokerage offered through Investors Group Securities Inc. GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers. Investors Group Corporate Class mutual funds are shares issued by Investors Group Corporate Class Inc.? Canada Education Savings Grant and Canada Learning Bond (CLB) are provided by the Government of Canada. CLB eligibility depends on family income. Some provinces make education savings grants available to residents. This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors Group. Borrowing to invest involves risk and is not suitable in all situations. Speak to an Investors Group Consultant to see if this strategy is suitable for you. Banking products and services are distributed through Solutions Banking?. Solutions Banking products and services are provided by National Bank of Canada. ? Solutions Banking is a trademark of Power Financial Corporation. National Bank of Canada is a licensed user of these trademarks.
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