ADAM RUMBALL
B.A.(Hons), M.Div., Master Financial Advisor - Philanthropy (MFA-P)
Consultant
Investors Group Financial Services Inc.
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Proud to be of service with this designation. THE MFA-P™ provides specialized professional credentials to enable high-value philanthropic planning for individual and family legacies.
3 big benefits to clients:
1. Highly satisfying conversations with clients about charitable giving.
2. Address their big fears: that gifts will not be used.
3. Plan for solutions that are tax-efficient now and in the future.
3 big benefits to clients:
1. Highly satisfying conversations with clients about charitable giving.
2. Address their big fears: that gifts will not be used.
3. Plan for solutions that are tax-efficient now and in the future.
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About —
Our clients realize that it takes a team to be successful and are looking for a collaborative team-based approach to their wealth management needs. They have come to expect solutions that are unique as they are.
We have a long history of designing and managing comprehensive solutions for high net-worth individuals, families and foundations through a disciplined and proven approach. Whether you want us to manage everything, or if you want to take a more active role in your portfolio, your IG Living Plan™ will be tailored to your specific needs.
A real financial plan
general inquiries —
1130 Steeles Avenue East, Unit 12, Building 1
Milton, ON L9T 6C8
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649 Scottsdale Drive, Suite 401
Guelph, ON N1G 4T7
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Let’s talk —
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