Company description
“What counts is what you do with your money, not where it came from.” -Merton Miller
Rae has been with IG Wealth Management since 2009 and is a Certified Financial Planner and Registered Retirement Consultant. Her background in the legal and accounting fields, coupled with her entrepreneurial spirit and desire to help people led her to financial planning.
Rae takes a long-term approach to planning, and believes that with a detailed plan, reviewed and updated regularly, her clients will have the financial confidence and resources to realize their goals and stay on track. Rae cares deeply about the success of those she advises, and her sense of empathy is appreciated by her clients. She is effectively supported by an extensive team of administrators and specialists whose partnership and professionalism enable her to provide excellent customer service while building long-term relationships with her growing client base.
Rae provides planning expertise for pre-retirees and retirees, business owners and women who find themselves in transition, either through death or divorce.
Rae moved to Canada from Australia in 2004 with her husband Dean, who is a local business owner. Together they have a daughter, a son and two schnauzers. Rae is a proud member of the Sunrise Rotary Club and Eastern Star. Rae and her family enjoy hosting international students and have shared their home with more than 10 students from various countries. Away from the business Rae enjoys snowboarding, camping, kayaking, travelling, cooking, raising chickens and spending time with family and friends.
“Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.” -William A. Ward
Pam joined IG Wealth Management in 2018. Her diverse background in banking, First Nations business development and marketing, as well as coming from a family involved in farming and small business, gives her a solid foundation for financial services.
Pam assists Rae in developing living plans for clients and supporting the other areas of the practice. Her primary focus is on insurance and mortgages. For various family members, Pam has acted as an Executor, Power of Attorney, and arranged Disability funding and support. Her unique experiences add a lot to the support and advice she offers clients.
Pam is a proud member of the Fort St John Rotary Club and serves on the Board of Directors for North Peace Gymnastics Association.
Pam grew up in the Peace River country and married another local. She and her husband Ryan have a son, daughter, and a lively dog named Carmen. Away from the business, she enjoys cake decorating, scrapbooking, camping, motorcycling, boating, traveling, and spending time with family and friends.