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.

Watson Shircliff, CFP
Senior Financial Consultant
watson.shircliff@investorsgroup.com

Watson Shircliff is a Certified Financial Planner (CFP). He has achieved his Level II Life and Accident and Disability License.

Watson started in the investment business in 1991. He puts a strong emphasis on continuing education and spends many hours driving to attend financial planning courses.

Watson lives in Leader, SK with his wife Evelyn, who teaches Grade 1. He is a member of the Leader Lions and commits much of his spare time working in the community as a volunteer.

Watson was born in North Battleford and grew up on the family ranch north of Morse, SK. In 1966, the family moved from the Morse district to a ranch on the South Saskatchewan River north of Sceptre, SK.

Watson and Evelyn were married in 1968 and have two children, Shane and Kimberley. He worked on and managed the ranch until 1988, when he sold it to make a career change.

- Member of Leader Lions Club 1996 - present
- Chairman of Leader & District Fund Raising Committee 1997 - present
- Chairman of Leader Hospital Board 1990 - 1993
- Councillor of RM of Clinworth 1981 - 1988
- Life member of Saskatchewan Stock Growers


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