INVESTMENT PLANNING
Grow and protect your wealth with strategies that fit your goals.
ESTATE & Legacy PLANNING
Preserve what matters most for generations to come.
Comprehensive Financial Planning
From your first home to retirement and beyond, I provide tailored strategies to help you make confident decisions at every stage of life.
RETIREMENT PLANNING
Feel confident about the future and the lifestyle you want.
TAX & CASH FLOW STRATEGIES
Keep more of what you earn, and make your money work harder for you.
A Trusted Guide for Your Financial Journey
With nearly two decades of experience in the financial services industry, Angela Rose, Senior Wealth Advisor, PFP®, has been helping individuals and families make informed financial decisions since 2007. She takes the time to understand what matters most to each client, their goals, values, and vision for the future, and provides personalized guidance across wealth management, retirement planning, insurance, and investment strategies.
Known for her approachable and caring style, Angela believes that great financial advice is built on genuine relationships and a deep understanding of the people behind the numbers. Her commitment to her clients and community has also led to her 2026 nomination for the Vernon Women in Business Awards, reflecting her passion for making a meaningful difference both professionally and locally.
Angela Rose
Senior wealth advisor
Our Team
Jenny Agar
Assistant
Ready to take the next step?
Ready to secure your family's future? I am here to guide you through every step of your wealth planning journey.
Email: angela.rose@ig.ca
Phone: (250) 558 - 8186