Financial Services - Prince George, British Columbia, Canada
For more than 20 years I have worked with clients to craft and achieve their personal vision of financial well-being. Taking a holistic approach to financial planning and wealth management my team and I will gain a deep understanding of your unique financial life and help you make the most of life's possibilities by creating your personalized IG Living Plan (bit.ly/IGLivingPlan). As a Personal Financial Planner and a Certified Solution Focused Coach my clients benefit from not only an analytical and strategic approach but also an approach that creates exceptional clarity of goals, a clear alignment to personal values and a partnered approach to execution. I hold very high standards for myself and my team and enjoy working with clients who have big goals and big dreams be that business, personal or both. Together let's explore the possibilities.
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