With over 10 years of experience in the financial industry, I spent the majority of my career working with large investment portfolios. As a Securities Planning Specialist, I am regulated under the Investment Industry Regulatory Organization of Canada (IIROC).
As part of Investors Group Securities Inc, I offer overall portfolio advisory services to clients with a minimum $250,000 investment.
This position also entails me to provide ongoing support, mentoring and technical investment training for the Regional Directors, Division Directors and Consultants of Investors Group Financial Services.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.