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Certified Financial Planner professional (CFP) with IG Wealth Management. Work with Families & Businesses to help them build & implement financial plans. These financial plans are built around the fundamentals of tax planning, investment planning, retirement planning, mortgage planning, income protection insurance & estate planning. As a result of the work done, we are Inspiring financial confidence for these Families & Corporations, giving them the confidence & time to pursue their other passions. We focus on long term financial planning & anticipate these relationships to last decades and/or involve multiple generations of their family.
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Content Inspiration, AI, scheduling, automation, analytics, CRM.
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