Carol Doolan CPA, CGA, MBA Investors Group Financial Services Inc.

Description

As a Senior Accounting Professional with CGA, FCCA, and MBA designations combined with over 16 years of accounting experience , I am able to design focused financial portfolios tailored to clients’ specific needs and goals, but also appropriately suited to the trending financial market. Because of my accounting background, I can incorporate complex tax and estate planning issues along with insurance and investment planning to ensure all these strategies are structured in the most tax efficient manner.
Clients enjoy the comfort I provide by taking the time to truly understand their financial dreams and goals. Only then can I offer services perfectly suited to their objectives, following up periodically to make the necessary adjustments to stay on track. I offer the financial knowledge to alleviate the stress of market and risk analysis. We all want financial security and freedom to help us live our lives better. However, navigating the financial market in an ever-fluctuating state of economy can be quite overwhelming. Hiring an advisor for all your financial needs allows you to save money and time and to sleep a little easier at night. To find out how my financial expertise can help you, please feel free to contact me today.