Senior Wealth Advisor, BA, RRC, CFP, at IG Wealth Management Inc., Mutual Fund Division
We create a Holistic Financial Plan: Investments, Insurance, Estate, Mortgage planning, Family Protection, Group Plans, Business Planning and much more. I will improve clients’ quality of life by building lasting relationships and providing personalized financial solutions centered around their needs; first, last and always. I am also pleased to offer my services in French! Prior to joining IG Wealth Management, I had more than 20 years working in a family business and operating my own companies. Having a strong background in business, I look forward to implementing a plan to help you meet your goals. While raising four boys I also devoted time as a school board trustee and helped with many other groups and charities in the community. I am caring, honest, and enjoy helping others fulfill their goals. I treat clients with utmost respect, admiration and confidentiality. Helping clients attain their goals will be my focus, drive, and reward. All clients will get my full review which comprises of eight essential steps. Each step is strategically put in place to maximize their financial plan and insure it remains on course throughout the various stages of their lives. At IG Wealth Management we provide focus and direction. We support our communities by participating in a wide variety of charitable organizations. We are proud, confident, professional, ethical planners. I would be delighted to sit with you at your leisure and go over any goals, concerns, and build your financial plan.
