Dave Collins QAFP, RRC

Dave Collins QAFP, RRC Qualified Associate Financial Planner™ professional
Registered Retirement Consultant®

Associate Dave is proud to be a part of a highly qualified team.

We ensure clients receive comprehensive financial planning service in a friendly and professional environment. We work with Business Owners and First Responders to complete their financial picture. My team implements various portfolio design, tax-saving, and income protection strategies to increase, protect, and transfer net worth. Our team includes:

Dave Collins QAFP, RRC - Associate Consultant

Jordan Hoiting - Consultant
(Investors Group Financial Services Inc.) Sam Marchio, CIM - Wealth Planning Specialist
(Investors Group Securities Inc.) TJ Diehl - Insurance Planning Specialist
(I.G. Insurance Services Inc.) Jennifer Mowatt - Mortgage Planning Specialist
(I.G. Investment Management Ltd.) Disclosures: http://www.investorsgroup.com/en/legal/disclaimers

A looming mortgage renewal can be a financial challenge for households feeling the squeeze from rising living costs. Let...
03/31/2025

A looming mortgage renewal can be a financial challenge for households feeling the squeeze from rising living costs. Let’s look at why it’s important to be proactive, instead of simply accepting higher payments. Read the full article: https://ow.ly/9Opa30sL4jG

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without pro...
03/25/2025

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without proper planning, leaving the family cottage to your kids could leave them with a financial headache? Find out how to avoid these and other common estate planning missteps by signing up for our webinar here: https://ow.ly/Pkze30sL4jq

Join IG Wealth Management’s Dan McPherson and specialists from ClearEstate, including co-founder Alex Gauthier, on Thursday, March 27 at 1 p.m. ET and then discuss how you can take control of your legacy with your IG Advisor.

I'm extremely disappointed by Wednesday's OMERS vote.
06/26/2020

I'm extremely disappointed by Wednesday's OMERS vote.

CUPE Ontario is profoundly disappointed to report to you that the OMERS Sponsor Corporation Board of Directors has voted in favour of eliminating the guaranteed indexing of your pension for service…

Address

207-155 Main St. East
Grimsby, ON
L3M 1P2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18006613250

Website

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Our Story

Dave is proud to be a part of a highly qualified team. We ensure clients receive comprehensive financial planning service in a friendly and professional environment. We work with First Responders, Professionals, and Business Owners to complete their financial picture. Our team implements various portfolio design, tax-saving, and income protection strategies to increase, protect, and transfer net worth. Our team includes: Dave Collins - Consultant Ryan Bassett CFP, CLU, RRC - Consultant Investors Group Financial Services Inc. Troy Russell CIM, FCSI - Wealth Planning Specialist Investors Group Securities Inc. Member of Canadian Investor Protection Fund TJ Diehl - Insurance Planning Specialist I.G. Insurance Services Inc. Jennifer Mowatt - Mortgage Planning Specialist I.G. Investment Management Ltd.