My business philosophy is based on the establishment of long-term client relationships. I realize that such relationships cannot be established simply by picking random stocks and bonds.
Instead, I recognize that clients' needs are complex and require an overall financial and investment strategy. By listening carefully to each client and placing his or her needs first, I work to apply a comprehensive, need-driven investment approach to their portfolios.
A comprehensive approach toward financial planning is the guiding principle at IG Wealth Management. Our company is committed to studying all of our clients' needs including long-term financial planning. From there, we work carefully with each individual client to custom-design a complete IG Living Plan.
IG Wealth Management - How strong is your financial plan?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.