Executive Financial Consultant
Investors Group Financial Services Inc.
At IG Wealth Management, financial planning is a team effort. As your IG Consultant, I will meet with you to discuss your immediate goals and long-term objectives. With the support of our team of financial planning experts, who specialize in investment, retirement, tax and life planning and more, we will help make sure you have the financial plan that will help meet all your life’s goals.
Our experts also help clients stay on top of government legislation changes, global market movements and new financial ideas, so they have the most up-to-date knowledge of the things that matter most to your plan.
Using all of that expertise, we will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. We’ll regularly review your IG Living Plan to ensure it adapts to your evolving needs.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.