Lata joined IPC in 1997 and brings a wealth of knowledge in the Financial services industry. Her strong background in tax planning and insurance creates value to her growing clientele. She believes in strong client relationships and is supportive of her clients. Lata specializes in Estate Planning, helping clients protect their assets, protection in case of disability, generating tax-free retirement income and minimizing taxes on death and transfer of assets to the next generation. Continuous education and keeping up to date on all aspects of Financial Planning is of critical value when it comes to helping clients get the best options and helping them to achieve their goals. Lata is a 1991 graduate of the University of Toronto, majoring in Commerce. After completing many courses, she earned her CFP® designation in November 2002. Lata is a past leader at the Beavers (Scouts Canada) and volunteers her time at school and non-school events.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.