Place Category: Charlottetown
I am a Financial Planner with IG Wealth Management, being in the financial industry for almost 10 years. With experience in lending, insurance, investments, budgeting, human resources, and tax planning, my passion is to work hard to get to know my clients’ individual situation and help them achieve their goals. Over the years, I have begun specializing in small business owners with a keen interest in farming and fishing operations.
While I currently hold the Qualified Associate Financial Planner (QAFP) designation, I will be writing my Certified Financial Planning (CFP) exam this coming November. Continuing education is critical to staying on top of the constantly evolving finance and tax world that affects so many clients. By focusing on getting to know your personality, priorities, and goals, my mission is to assist you in achieving them as efficiently as possible.
Member: MFDA
No Records Found
Sorry, no records were found. Please adjust your search criteria and try again.
Google Map Not Loaded
Sorry, unable to load Google Maps API.
Comments are closed.
Comments are closed.