Lena Singh - Investors Group 2.04

I work with individuals, families and business owners to help them make well-informed decisions about their investments, tax planning, risk management, retirement plans, and estate plans. The end result is the delivery of strategies which provide greater independence and peace of mind.

My relationship with a client begins with the preparation of a complete financial plan designed to achieve long term financial goals. I address issues on cash flow and debt consolidation, investments, insurance, taxes and estate planning, depending on the circumstances of the client. I work with a complete network of Investors Group professionals including accountants, investment specialists, mortgage specialists, insurance specialists, and lawyers.

Each client’s plan is reviewed on a regular basis to take advantage of opportunities as they arise and the appropriate changes are made to reflect lifestyle changes. At then end of the day, clients and their families are protected, no matter what happens!

I am very passionate about helping individuals and families with their financial planning needs. I would love to have a chat with you to see if I can add value to your life. Book a free appointment - I am very flexible and can meet you at a time and place that is convenient for you.


Disclosures: http://www.investorsgroup.com/en/legal/disclaimers