The Plan by Investors Group -  Investors Group Financial Services Inc.

#4 - 111 - 1st Avenue, Leader, Saskatchewan S0N 1H0
Telephone: (306) 628-3333 Fax: (306) 628-4455

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Financial Consultant


Watson Shircliff

Watson Shircliff, CFP

Invest In Your Future

You've worked hard to get where you are today and you would like your money to continue doing the same. You need to depend on someone who has your best interest in mind - someone who is trustworthy, professional and knowledgeable. We can help you achieve your retirement goals and financial independence.

Understand Your Objectives

Before we offer financial advice, we want to understand each client's situation. We will explore your investment objectives and risk tolerance with you. Based on your personal assessment we will build a customized portfolio tailored just to you.

Service You Can Count On

We plan on long term relationships with clients because conservative portfolio management is based on long term goals and objectives. Using all of the considerable resources available to us, we will monitor your accounts and provide you with regular updates and ongoing consultation.

Low Risk, Effective Strategies

Our investment philosophy is based on risk management strategies, emphasizing the safety of your capital combined with enhanced returns. We aim to match your goals with the most secure investment portfolio available in order to help you achieve your financial dreams. The proper diversification and appropriate asset mix will help you achieve the maximum return with the minimum of risk.

Our Commitment

Our commitment to clients can be expressed in three words: Integrity, Quality, Responsiveness.
We look forward to sharing these values with you.

Pat Jorgenson, CFP
Senior Financial Consultant
pat.jorgenson@investorsgroup.com

Patricia Jorgenson achieved her Certified Financial Planner (CFP) designation in 1998. She has received her Level II Life and Accident and Disability License.

Pat has worked as a partner with Watson since 1994, and they joined Investors Group in January 2001.

She places a strong emphasis on keeping on top of investment strategies and is committed to excellence in all aspects of financial planning. Pat is also registered in Saskatchewan as a Notary Public.

Pat dedicates much of her time to volunteering in the community. She was born in Cabri, SK, raised in Portreeve, and has spent time in Saskatoon and Penticton, BC. In 1969, she married Ross Jorgenson, and in 1973 they moved to their present home on a farm/feedlot at Portreeve. They have two sons, Scott and Stacey.

After working on the farm and in the feedlot, Pat went to work for Saskatchewan Crop Insurance as a Marketing Agent in 1989. In 1994, she joined Watson in the investment business.

- Notary Public 1991 - present
- Member of Abbey Legion Ladies Auxiliary 1982 - present
- Founding Member and Secretary/Treasurer of Leader Municipal Mutual Aid District
- Leader Hospital Board Member 1988 - 1992
- Councillor of RM of Clinworth 1986 - 1991


For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).

Financial Consultant


Pat Jorgenson

Pat Jorgenson, CFP

Investments


Mutual Funds

Guaranteed Investment
Certificates

Mutual Funds

Federal, Provincial
Savings Bonds

Term Certain Annuities


Registered Plans


Retirement Savings
Plans (RRSPs)

Retirement Income
Funds (RRIFs)

Education Savings Plans
(RESPs)

Group RRSP Plans


Insurance, Mortgages and Loans


Life Insurance

Disability Insurance

Group Insurance

Life Annuities

Banking Services through Solutions Banking

Mortgages


Services


Money Market Fund
Chequing

RESP































Visit www.investorsgroup.com

Visit www.leader.ca       

The Plan by Investors Group -  Investors Group Financial Services Inc.

I.G. Insurance Services Inc.*
*License Sponsored by The Great West Life Assurance Company