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Who We Serve
CFP®, CLU, RRC, BSc
Meet Richard, a third generation financial planner, loving husband & Father and avid fisherman
Senior Executive Financial Consultant
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CFP®, RRC, BA Adv
Caring, thoughtful and loyal. There aren't few advisors out there that share the compassion Theresa affords IG clients.
Executive Financial Consultant
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CFP®, CLU, CIM, RRC, B.Comm
Michael is a lifelong learner and is passionate about Simplifying, Educating & Empowering his clients.
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If this sounds like a financial planning team with whom you would enjoy working with , Let's see if we are good fit for each other.