Anderson

Executive Financial Consultant @IG Wealth Management

Regina, SK, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2013 — Present

Executive Financial Consultant @IG Wealth Management

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Regina, SK, CA

I commit my time and expertise to developing a personalized plan for you and your family.At IG a good plan is like a road map, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.As you go through life, there are many ages and stages where financial advice will be of great value to you. We will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices.With our advice and a personalized plan, we will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments.Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010

SKILLS

Estate PlanningRetirementStrategyLife InsuranceFinanceInvestment AdvisoryWealthAsset ManagementCustomer ServiceHealth InsuranceLeadership DevelopmentStrategic PlanningRetirement PlanningPersonal FinanceCritical IllnessIncome ProtectionInvestment StrategiesPersonal Financial PlanningPensionsCreditInvestmentsCost Savings StrategiesInsuranceRisk Management ConsultingWealth ManagementFinancial PlanningMortgage LendingDebt ManagementCalculusCoachingLeadershipFinancial AdvisoryFinancial ServicesMutual FundsRisk ManagementFinancial MarketsDisability Insurance

ABOUT ANDERSON

I focus on helping individuals and business owners define and achieve their financial…

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Anderson — Executive Financial Consultant at IG Wealth Management in Regina, SK, CA | Unifers