Investors Group

About

I am a Consultant with Investors Group. I help clients comprehend and maximize their financial position so they can focus on whats important in life.

Story

Investors Group has been the leader and pioneer when it comes to individual and corporate financial planning. Investors Group was founded in 1926 and has been helping Canadians focus on getting the most out of there finances, so they can get the most out of life.

I walk through the financial planning process step by step with my clients to ensure that we don't miss any opportunities to increase their personal wealth that helps reduce stress and worry. I become your financial coach, mentor and planner, to help you make the big and the small financial decisions throughout your life. The relationships I build with my clients allows me to completely understand their needs and desires, they trust my advice and recommendations with some of the biggest decisions they have to make in their lives. I educate clients with financial literacy that they understand and can be proud of. This is another aspect of why having a financial advisor who cares makes a big difference in your overall financial well being.

Mission

My Mission: " To help Canadians get the advice that they deserve and need, to put them in the best financial position they could be in so they are able to reach their goals and mind their concerns."

Products

Mutual funds, Estate Planning, Financial Plans, Life insurance, Disability insurance, Critical Illness insurance, Long Term care insurance, Health and Dental insurance, Group benefits and Group investments, Loans, Lines of Credit, Mortgages, Credit Cards, Bank accounts.