ADAM RUMBALL

ADAM RUMBALL

B.A.(Hons), M.Div., Master Financial Advisor - Philanthropy (MFA-P) 

Consultant

Investors Group Financial Services Inc.

Investors Group

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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.

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About —

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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

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

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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