Juliet Morris - Investors Group 1.64

Juliet Morris - Consultant - Investors Group Financial Services Inc.

I strongly believe that sharing knowledge with clients provides the greatest value to them and to my practice. It is important that clients understand their investments and the capital market that affects them. When a client is armed with the best information available, they are empowered to make smart financial decisions.

As a CPA, CMA I understand the true value of planning and forecasting to realize future goals. As with any business, there are numerous strategies we can put in place to optimize our planning. As a consultant, it is my responsibility to ensure that the plan we put in place enables each client of Investors Group to realize their goals and dreams. We will work closely together to ensure that the plan remains on course or correct if necessary.

How can I help?

-Investment planning
-Estate Planning
-Retirement Planning
-Mortgage Planning
-Tax Planning
-Insurance
-Debt/Loan management
-Managing your business