Suggest Changes to a Listing

Website | Add Listing | Register | Login

Edit OK

Content:

We believe a well-constructed financial plan should evolve as your life changes.
How we develop a unique and comprehensive plan for you:
<ol>
<li>Explore your current situation</li>
<li>We will learn about you and your current financial complexities to help us customize our relationship with you.</li>
<li>Clarify your goals & objectives</li>
<li>Develop a comprehensive plan: Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.</li>
<li>Customize your investment program: Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.</li>
<li>Implement a holistic strategy: Activate on recommended strategies with a view of the inter-connectivity across all dimension of your life.</li>
<li>Proactively monitor & adjust: As life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your plan.</li>
</ol>
As a CFP professional, I am supported by a team of regional specialists including a Mortgage Planning Specialist, Insurance Planning Specialist and a Wealth Planning Specialist. These specialists participate in the financial planning process, and offer specialized input depending on the complexity of the situation. Investors Group Financial Services Inc.

Short Description:

Opening Times:

Contact Person:

Address:

Mobile:

Mobile2:

Telephone:

Telephone2:

Fax:

Email:

Website:

Facebook:

Private Notes

These notes won't be visible with your listing.

Location

State:

City:

City2:

Status

Business Closed Down

Next Step: Add Images

Private Notes

Category

Location

Status