WORK:

  

IG Wealth Management – Niagara
Division Director, CFP
Detailed Financial Planning

 

PROFESSIONAL SKILLS:

 

 

Certified Financial Planner professional

EDUCATION:

 

 

Niagara District Secondary
Class of 1980 • Niagara-On-The-Lake, Ontario

 

CPCA
Certified in dealing with issues with aging in Canada

 

Registered Retirement Consultant
deal in tax and estate planning

 

Certified Financial Planner designation

 

CSE

 

Professional Planning Course

 

Branch manager

EXPERIENCE:

 

 

Division Director
Investors Group Financial Services Inc.
1995 – Present • +24 yrs

DISCLOSURES PAGE:

 

 

https://www.investorsgroup.com/en/legal/disclosures