- Responsible for the recruitment, training and development of Investors Group Consultants.I seek out talented people with an entrepreneurial spirit to train and mentor as they grow their own financial planning practice.

I follow the Financial Planning Standards Council Code of Ethics and The Six Step Process to Financial Planning:- Establish the Engagement with a Letter of Understanding that outlines each parties responsibilities, time frames, compensation and conflicts of interest.- Gather Client Data to determine client's goals, needs and priorities before making any recommendations.- Analyze the client's financial information with respect to their goals, needs and priorities.- Develop and present the financial plan, identifying and evaluating financial planning strategies to achieve goals.- Implementation of the financial plan, agreeing on action, responsibilities and time frames.- Review the financial plan, agreeing on responsibilities and time frames for the review and re-evaluation of the plan.