Tara joined IG in 2014 and assists the team with building financial plans which includes: insurance recommendations, cash flow analysts, debt management, mortgage planning and estate enhancement planning. She is also available to address any immediate client questions and concerns. Her main goal is to ensure all clients have an accurate and detailed financial plan tailored to them.
She has also completed a business diploma from Assiniboine Community College (specializing in accounting) and currently holds her mutual fund and insurance license. Tara is currently working on completing her Canadian Securities course (CSC) and her Certified Financial Planner (CFP) Designation.