Our team offers a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short and long-term needs.
Our team is committed to providing you with the superior wealth management. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short- and long-term needs.
We work with a suite of experts through our region office in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
Sandra Ramos CFP, RRC - Sr. Executive Financial Consultant
Tim Laine CFP, RRC - Associate Consultant
Cody Hopps, Associate Consultant
Tyler Hickling, Associate Consultant
David Price, Associate Consultant
Disclosure: http://investorsgroup.com/en/legal/disclaimers
Investors Group Financial Services Inc.
