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Heather J. LeBar, Investors Group Securities - FINANCIAL PLANNING

 

As a Consultant at IG Wealth Management, I leverage over 20 years of wealth management experience and multiple credentials to provide investment and financial planning advice for clients. I hold the CERTIFIED FINANCIAL PLANNER designation, Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI), and Certified International Wealth Manager (CIWM) designations, which demonstrate my commitment to excellence and continuous learning in my field.

I focus on comprehensive financial planning, covering tax, retirement, estate, small business, education, insurance, and investments. I have a passion for empowering women and supporting non-profit organizations to achieve their financial goals and make a positive impact in their communities. I work with a team of experts and partners at IG Wealth Management to deliver customized solutions and exceptional service to clients.

 

Contact: Heather J. LeBar

649 Scottsdale Drive, Suite 401, Guelph ON N1G 4T7

Cell: (519) 993-2536

Office: (519) 780-3103

heather.lebar@ig.ca
 
Website: https://www.ig.ca/en/advisor/heather_lebar

 

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Updated October 3 2024

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