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About Financial Consultant Investors Group Financial Services Inc. Story 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.

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