Senior Financial Consultant
Investors Group Financial Services Inc.
At IG Wealth Management, we take a holistic approach to your financial success by taking the time to understand all aspects of your financial and family life, including your goals and concerns.
With this information, as your IG Consultant, I will help you create a financial plan that moves and grows along with your life and ensures your plan is always adapting and synchronized to your life’s changes.
Whatever the goal – whether you want to retire early, increase your real estate portfolio or start a new career – we will help you create a financial plan that moves and grows along with your life.
Life is dynamic and always changing, so shouldn’t you have a plan that changes with you?
We call it the IG Living Plan™.
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
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