
James Nelson
Senior Financial Consultant
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™.
Your road to financial confidence begins with a conversation. We can meet virtually or in person, whichever is more convenient for you.
CFP, RRC, CPCA
Executive Financial Consultant
Investors Group Financial Services Inc.
Senior Financial Consultant
By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.
Let's get started
Don’t settle for an advisor who only recommends an investment portfolio. You deserve an advisor who takes into account every aspect of your financial life. We’re committed to providing you with:
Comprehensive financial planning is about managing every aspect of your financial life. Clients tell us that our advice helps them grow their money faster, pay less in taxes and feel more financially confident.
We use the IG Living Plan framework, which covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses. We also help business owners maximize their success by integrating personal and business financial plans to enhance their overall financial health.
This step-by-step guide will help you simplify your various sources of retirement income, minimize taxes and develop the right retirement savings withdrawal plan for your unique situation.
FEATURED PODCAST
Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
During our first conversation, we’ll discuss:
Request a meeting to get started.