Shirley joined the firm in 2019, bringing with her over 20 years’ experience in the brokerage industry where she built 2 solutions-based advisory practices with major bank owned firms.  She also has experience as a senior product manager for a unique, non-discretionary fee-based program and working with IIROC advisors in a practice management/consulting capacity.

Shirley has Bachelor of Commerce degree, is a Certified Retirement Specialist and holds a Chartered Investment Management professional designation (CIM®), as well as a being a Fellow of the Canadian Securities Institute (FCSI®).

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.