David McGoey

David McGoey

 

Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.

Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help make sure you’re set up to meet all your life’s goals.

My role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.

Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.

* Value of Financial Planning, “The Gamma Factor and the Value of Financial Advice”. CIRANO (2016)

IG Wealth Management Broader View

With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?

Events —

Business owners – Reopening with Confidence

Business owners – Reopening with Confidence

Another fantastic webinar dedicated to business owners. To register, click on the link: https://tinyurl.com/y8mrgmq7

Learn how business owners can prepare to reopen and prosper in a post-COVID world.

• Speakers: Marissa Teeter, Senior Vice-President, Financial Services and Bill Jack, Senior Vice-President, Financial Services
• Guest Speaker: Juan Ravagli, Retail Account Executive at Shopify

Jul 9, 2020 - Jul 9, 2020

Virtual Webinar
Online
Nepean, ON K2E 1A2

Register
ng Your Plan - Maintain Financial Confidence in the New Normal

ng Your Plan - Maintain Financial Confidence in the New Normal

With COVID-19 precautions in place, many people & businesses are slowly returning to a 'new normal.' Canadians are concerned about their cash flow, debt & future retirement plans. A living plan can give you financial confidence. Register for this session at https://tinyurl.com/ycuvy7lq:

•tips and strategies for managing debt and cash flow,
•five principles of your living plan, and
•how to 'stress test' your plan.

Bring your questions to receive real-time answers from our panel of experts!

Jul 21, 2020 - Jul 21, 2020

Virtual Webinar
Click on the link to register
Nepean, ON K2A 1E2

Register
Investors Group

7/7/2020 -7/7/2020

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Associations and Community —

Community

Volunteer, Navy League of Canada - Kanata Branch
2018 - Present
Soccer Coach, Bridlewood Community Association
2017 - 2017
Assistant & Head Coach, Kanata Soccer Association
2005 - 2008
Assistant & Head Coach, Nepean Ringette Association
2004 - 2016

general inquiries —

2 Gurdwara Road, Suite 500
Nepean, ON K2E 1A2

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Investors Group

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