FINANCIAL PLANNING IN GRANDE PRAIRIE

CFP®, EPC, RRC

Dean is a highly trusted wealth management professional with Investors Group. A Division Director from 1995 to 2007, he was awarded with three T.O. Peterson Builder Awards for Overall Excellence in that role*. He has been with Investors Group since 1993, and has been working with many clients since then. Dean provides strong financial guidance and stewardship to high net-worth clients in Alberta.

Dean’s commitment to working with high net-worth families resulted in his placement within the Private Wealth Management group at Investors Group. It was first introduced in March 2014, and Dean was one of the initial 80 Consultants in Canada to be recognized this way.

With Certified Financial Planner (2003), Elder Planning Council (2016) designations, Dean has expertise in following areas:

• Retirement and estate planning
• Business planning and succession
• Insurance and risk management
• Multi-generational wealth planning

With his entrepreneurial background, Dean understands and carefully monitors all aspects of clients’ financial wealth. He works well with those individuals who seek guidance and professional management, often dealing with their own accountants and lawyers to optimize family and business wealth.

In the community, Dean was elected by his peers to sit on the Alberta Insurance Council – Life Council (2010-2013), which oversees all licensed life insurance agents in Alberta. He has been serving on the Board of Directors for the United Way Alberta Northwest since 2013.

*Based on performance, recruiting, coaching and mentoring of Investors Group Consultants by a Division Director.

CFP ®, EPC, RRC

Nicole has been involved in the financial industry for more than a decade, starting with front-end banking. She joined Dean’s team, first as Assistant in 2008 and then as Associate Consultant in 2013, after building her knowledge through studying business and earning her CFP®, RRC and EPC designations.

Easy to relate to and well informed, Nicole helps make finances easy for clients to understand by explaining things from their perspective. She also keeps them organized and accountable, helping them set and keep clear objectives and proactively following up on their goals. Clients can call for any kind of financial advice from building a living financial plan, to investment strategies for their business.  Nicole works mostly with business professionals and has a special interest in working with business professional focused on business growth.

Nicole gives her time to the Canadian Cancer Society, Big Brothers & Big Sisters and the Alzheimer’s Society. She and her husband have 2 Miniature Pinscher-Chihuahuas. In her spare time, she enjoys yoga, reading, baking and being outdoors.

Joining the team in 2013, Ashish provides advisory services to Investors Group offices in Edmonton, St. Albert, Grande Prairie, Northwest Territories and Yukon.

Ashish entered the financial services industry in 2004 earning his Personal Financial Planning and Fellow of the Canadian Securities Institute designations. The FCSI^® is awarded to leaders who set and exceed the standards for professional integrity and excellence.

Ashish’s responsibilities are Portfolio Analysis with individual securities research and recommendations for existing and prospective clients. Ashish provides support to clients through in-person advice and written commentary on stocks, bonds, ETFs, and complex investment strategies.

Travis has been a Mortgage Planning Specialist with IG Wealth Management for 3 years. He entered the financial industry in 1995 in the banking field including retail, credit card, consumer loans and residential mortgages.

Travis works closely with IG Wealth Management consultants, addressing their credit needs by utilizing his extensive experience, knowledge and lender network. He does this while supplying unbiased mortgage advice. Travis implements a very open-door operation, and encourages our clients to ask questions. As a mortgage professional he believes it’s his responsibility to educate our clients so that they can make an informed decision.