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Personal Financial Planning package
$2,500.00

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Call: 587-803-0018

Email: susan@wileyfinancialgroupinc.ca

103, 9814 97 st Grande Prairie, AB.

Wiley Financial Group Inc. is a separate entity from IPC Wealth Inc. Investment products and services are provided through IPC Wealth Inc. IPC Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO).

Insurance products and services are provided separately and are not offered through IPC Wealth Inc.

Educational calculators, self-guided programs and worksheets are provided independently by Wiley Financial Group Inc., separately from Susan Wiley’s dealer-sponsored investment business. Paid resource access does not include a personal consultation, investment recommendation or implementation. Advisor-assisted planning is available only under a separately agreed scope and fee. Securities-related advice and transactions must be handled through her registered dealer. No purchase of investments or insurance is required to use these resources. Illustrations and readiness results are estimates, not guarantees.