BA, CFP, RCC
Senior Financial Consultant
Investors Group Financial Services Inc.
Everyone at IG Wealth Management takes a holistic and comprehensive approach to financial planning. Our plans also adapt and evolve along with your life. We’ll work closely with you and your team of trusted professionals to deliver an IG Living Plan™ that is specific to you.
Our solutions are well suited for affluent individuals and families who value a disciplined and proven approach to wealth management. Our IG Living Plan process is collaborative – whether it’s your accountant or the many other experts we utilize, we all want to make sure your goals and aspirations are realized.
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more