IG Wealth Management - SHELLEY LAZENBY, CFP, RRC, EPC
Shelley Lazenby is a CFP offering comprehensive financial planning through IG Wealth Management's Living Plan framework, covering retirement income strategies, tax planning, estate planning advice, and mortgage strategies. The practice emphasizes proactive financial reviews and h
- Emphasis on tax & financial planning
- 3 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Shelley Lazenby is a CFP offering comprehensive financial planning through IG Wealth Management's Living Plan framework, covering retirement income strategies, tax planning, estate planning advice, and mortgage strategies. The practice emphasizes proactive financial reviews and helping clients grow investments while minimizing taxes.
Transparent about fees — clients specifically note she discloses costs upfront
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and early retirement goals
Ask first if
- Transparent about fees — clients specifically note she discloses costs upfront
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Grande Prairie families.
Grande Prairie, AB
Compare with similar Grande Prairie providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| IG Wealth Management - SHELLEY LAZENBY, CFP, RRC, EPC · this provider | 3 | 5.0 | Tax & Financial Planning |
| Stringam Law | 256 | 4.4 | — |
| KMSC Law LLP - Grande Prairie | 208 | 4.7 | Wills & Estates |
| Hayes Fry Law | 154 | 4.5 | Wills & Estates |
| Liberty Law LLP | 97 | 4.9 | — |
| Rigler Law | 84 | 4.6 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Grande Prairie. Verify current details with each provider.
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What types of financial planning does Shelley Lazenby specialize in? +
Based on client reviews, Shelley Lazenby specializes in retirement planning, investment portfolio strategies, and helping clients work toward specific financial goals such as early retirement. She holds CFP, RRC, and EPC designations, indicating expertise in financial planning and elder planning contexts.
How responsive is Shelley Lazenby to client questions? +
Reviewers consistently describe her as prompt in responding to questions about their portfolios. Clients who have worked with her for over twenty years note she has remained reliably accessible throughout the relationship.
Is Shelley Lazenby transparent about her fees? +
Multiple reviewers specifically highlight her transparency with fees as a distinguishing quality. Clients describe her as upfront and logical in her financial advice, with no hidden surprises.
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