Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your.....
Your road to financial confidence begins with a conversation. We can meet virtually or in person, whichever is more convenient for you.
PhD CFP® RRC® 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
(506) 717-0340
Email
100 - 55 Union Street, Saint John NB E2L 5B7
By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.
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Don’t settle for an advisor who only recommends an investment portfolio. You deserve an advisor who takes into account every aspect of your financial life. We’re committed to providing you with:
Comprehensive financial planning is about managing every aspect of your financial life. Clients tell us that our advice helps them grow their money faster, pay less in taxes and feel more financially confident.
We use the IG Living Plan framework, which covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses. We also help business owners maximize their success by integrating personal and business financial plans to enhance their overall financial health.
This step-by-step guide will help you simplify your various sources of retirement income, minimize taxes and develop the right retirement savings withdrawal plan for your unique situation.
FEATURED PODCAST
Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
During our first conversation, we’ll discuss:
Request a meeting to get started.