Financial Consultant
Investors Group Financial Services Inc.
I have been advising clients since 1999. In practice with Investors Group for over 15 years. I help clients by developing strategies to ensure they reach their financial goals. As a Certified Financial Planner Professsional, I work with clients to build their assets, maximize their income, manage risk, reduce their taxes, and plan for a tax effective transfer of wealth between generations. I am active in my community; chairing the Investors Group Walk for Alzheimer's, Penticton location, supporting events locally with the Kidney Foundation of Canada, and am a past president of the Kelowna Canadian Cancer Society.
Investors Group
108 miles
This firm has handled my personal investment portfolio for over 25yrs. I am very sati...
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The ladies here are awesome and so accommodating. And they always have donuts. BMO Nesbitt Burns
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Over all very poor performance on my account. They are very happy to recommend and pu... HSBC Bank
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Always helpful. A lot has changed in Banking with more and more now done electronical...
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The Bank of Montreal in Penticton has terrible customer service. Waits as long as 30...
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I have been working with Kelly as my financial planner for over 15 years. She is not...
CIBC Branch & ATM
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May 02, 2015
The Farmers Market in Penticton is open for business once again. How ex...
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Bought a headset. Was missing a price. and without question they exchanged my headset...to add Angela Jorgensen map to your website;
