Secure Your Financial Future with Confidence – Guided by Experience, Backed by Strategy
Are you looking for a clear path to financial freedom? As a Certified Financial Planner (CFP®) with IG Wealth Management, I help individuals, families, and business owners in Sicamous and beyond turn their financial goals into reality.
With over 2 years of hands-on experience and a heart of a teacher, I focus on educating and empowering my clients — not just advising them. Whether you're planning for retirement, optimizing your investments, reducing tax liabilities, or protecting your loved ones through smart insurance strategies, I’m here to guide you every step of the way.
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Specialists
CFP® – Certified Financial Planner,
Mutual Fund Licensed Advisor (MFDA),
LLQP – Life License Qualification Program,
RESP, RRSP, TFSA Specialist Training,
Estate Planning & Trust Strategies Certificate,
Features
Personalized Financial Planning tailored to your life stage and goals,
Investment Portfolio Construction & Monitoring aligned with your risk profile,
Retirement Income Strategies using RRSPs, TFSAs, pensions, and more,
Insurance Solutions to protect your future: life, disability & critical illness coverage,
Estate & Legacy Planning to ensure a smooth transfer of wealth,
Tax-Efficient Strategies to keep more of your money working for you,
Ongoing Reviews & Support as your life and goals evolve,