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Shawna Nordick

Investors Group Financial Services Inc.
Financial Planning

Contact Information:

Calgary, AB T3E7M8
Canada

Years in Business:

 

15

Clients I'm Seeking:

 

Individuals and families and business owners who wish to create a written plan and who wish to work with their own Advisor for long term planning - includes risk mitigation with the use of Insurance, Investments, Mortgages and Estate Planning.

About My Business:

 

I work as a Consultant with Investors Group, a member company of Power Financial Corporation and one of the leaders in Canada of Mutual fund assets under management. I work directly with clients to create written plans for financial success and to create balance and growth while also ensuring we look at tax implications and risks associated with various decisions. We work with a comprehensive line of available products that are comprised of: short term accounts, lending and mortgages, income protection and insurance planning, mutual funds, RRSPs, RESPs, Tax-free savings accounts, GICs, Annuities, RRIFs, Group Retirement Services to name a few.

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