Contact

Jackie McMath

Phone: 2503884234

Fax: 2503885699

Toll Free: 18005775877

E-mail: jackie.mcmath@investorsgroup.com

I am pleased to be the regional face and voice of Investors Group, leading a dynamic team of financial professionals in our community. For the past 23 years, my role has been to help our Consultants reach their full potential by facilitating a training program that is highly regarded in the Canadian financial services industry, providing ongoing support and encouragement and ultimately helping them to achieve their professional goals.

Our team in committed to superior service standards and the development of lasting relationships with both clients and individuals looking for a rewarding career as a Consultant.

Whether your interest is in exploring a career opportunity, seeking a referral to a Consultant or a solution to a financial question, please feel free to contact me.

Jeff Smith

Division Director

Phone: 250-391-4737

E-mail: jeff.smith@investorsgroup.com

For more than seven years, Jeff has been a Consultant helping individuals and families achieve their financial planning goals, by providing advice on investment planning, insurance planning, tax planning, retirement planning, estate planning, and educational savings planning. Working with a network of highly skilled professionals in Victoria, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of clients' lives. After two and a half years as a Consultant, Jeff took the next step to becoming a Division Director where he has the opportunity to lead and mentor a dynamic team of financial professionals in our community. As a Division Director, Jeff is able to help Consultants reach their full potential by providing ongoing support, encouragement and ultimately helping them to achieve their professional goals. A strong contributor to the community, Jeff volunteers with the Alzheimer Society, Salvation Army, Coat’s for Kids, Sooke Salmon Enhancement Society, and is an active member of the Westshore Rotary. Jeff has been a resident in Victoria since the summer of 1995, when he moved out West after growing up in Ontario. He has a passion for anything outdoors - hiking, camping, fishing, golf, baseball, and spending time with family and friends.

Milica Ivaz, CFP, CSA

Division Director

Phone: 250-388-4234

E-mail: milica.ivaz@investorsgroup.com

Milica was born and raised in Europe where she received her Bachelor of Arts Degree. Due to the political and economic circumstances in her native country, Milica and her husband decided to immigrate to Canada in 1993. It was a hard and emotional decision to make! In pursuit of a more stable life, she left behind a successful career with a renowned French bank and her family and friends. The usual struggle of an immigrant to a new country only lasted about three months before she got her first job in Canada. In her search to continue her career in the financial industry, Milica chose Investors Group as a sound and prominent company. Since joining Investors Group in 1995, Milica has been an Assistant, an Associate Consultant, Consultant and in 2009 accepted a Division Director role.

Dee Govang, CFP

Division Director

Phone: 250-388-4234

E-mail: dee.govang@investorsgroup.com

Dee was raised in Victoria and Calgary, and joined Investors Group in Halifax Nova Scotia. Her Division Director career began with Victoria Downtown in February 2008. During her career, she has been a member of the Estate Planning Councils in both Halifax and Victoria and volunteered with Rotary on both Coasts. While volunteering with Rotary in Halifax, Dee frequently joined the RCMP to speak about Fraud Awareness to community groups. Currently, she is VP Education of Advocates Toastmasters.

Mike Kalinka, BA, MBA, CFP, CSA

Division Director

Phone: 250-388-4234

E-mail: mike.kalinka@investorsgroup.com

Mike was born and raised in Coquitlam, BC. He played varsity soccer at Simon Fraser University while completing his bachelor’s degree in psychology. He spent two years as a special needs and family counsellor before completing his MBA at the University of Victoria in 2005. Since joining Investors Group in 2006, Mike has steadily grown his practice and established strong business and health/fitness relationships in the Victoria Business Community. Mike is currently involved with the Greater Victoria YMCA.

Recruitment CoordinatorsTop

Lisa Genest

Region Coordinator

Phone: 250-388-4234

E-mail: lisagenest@investorsgroup.com

Administrative TeamTop

Mary Jane Tiller

Executive Assistant for Jackie McMath

Phone: 2503884234

Fax: 2503885699

Toll Free: 18005775877

E-mail: maryjane.tiller@investorsgroup.com

Mary Jane is a recent import to the West Coast and Victoria. She hails from Toronto where she recently worked as a financial advisor with another financial services firm. She also had a long career with Bell Canada, and prior to working as a financial advisor, had a catering and event planning business. Coming to Investors Group is a perfect fit, as she can use her skills of her past life. She is thrilled to be part of the Investors Group team. MJ’s hobbies are cooking, swimming and now working out at the gym, with her personal trainer son Harley who has been in Victoria for 10 year, thus the real reason behind MJ’s move to the island.

As a member of the office, Jackie McMath’s team has access to Investors Group corporate financial planning specialists that can be called upon to provide additional insight and strategies for your financial plan.

Tim Greengoe, CFP, CLU, RHU and FCSI

Insurance Manager – I.G. Insurance Services Inc.

Phone: 2503884234

Fax: 2503885699

Toll Free: 18005775877

E-mail: tim.greengoe@investorsgroup.com

With over 17 years (15 years at Investors Group) of industry experience, I assist clients and Investors Group Consultants in the areas of insurance planning and risk management. I hold the CFP, CLU, RHU and FCSI designations. I am also a graduate of the University of Victoria. Happily married with two children, a cat and a dog. I also enjoy cooking, reading, tennis and traveling.

Carole Evanik

Mortgage Planning Specialist - I.G. Investment Management, Ltd.

Phone: 2503884234

E-mail: carole.evanik@investorsgroup.com

I am the Mortgage Planning Specialist for Investors Group in the Victoria Metro and Downtown offices. My primary responsibility is the origination of new residential mortgage loan applications and home equity lines of credit offered to our clients. I have been with Investors Group since 1998. Prior to working for Investors Group, I was employed by a major bank as a Mortgage Professional and Senior Loans Officer for 20 years. My goal is to provide expert advice and guidance to our clients. I work together with your Consultant to help you achieve your long term financial goals. I enjoy golfing, Pilates, gardening and traveling. The joy of my life is my family and friends. I am married to Edwin and we have two grown daughters, Linsay and Ashley.

Daniel Bengtsson

Securities Specialist – Investors Group Securities Inc. (Member – Canadian Investor Protection Fund)

Phone: 2507279191

Fax: 2507273222

Toll Free: 18884753499

E-mail: daniel.bengtsson@investorsgroup.com

Daniel joined Investors Group in October 2010. As a Securities Specialist, Daniel’s overall responsibilities are to provide product knowledge and portfolio advisory services. Daniel provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies. Daniel started his career in the financial services industry in 1996. Prior to joining Investors Group, he was an Investment Advisor with a national brokerage firm in downtown Toronto. Daniel received his Bachelor of Arts in Economics from the University of Toronto and holds his FMA designation. The Financial Management Advisor (FMA) is a personal financial planning designation. Daniel is a Fellow of the Canadian Securities Institute (FCSI). The FCSI stands out as one of the most respected accreditations in the financial services industry. Daniel also holds his Chartered Strategic Professional Wealth (CSWP™) designation. Holders of the CSWP are able to counsel on advanced investment strategies that compliment advanced retirement, estate and trust strategies.