IAN WILSON

IAN WILSON

CFP Certified

CERTIFIED FINANCIAL PLANNER®

Investors Group Financial Services Inc.

Investors Group

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Planning is Everything....

Ian Wilson and Gerry Doyle of IG Wealth Management are joining together to offer over 50 years of combined financial planning experience and advice to individuals and couples. Our concentration is helping those at or nearing retirement look into the future and ensuring their

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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.

Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.

Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

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You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.

general inquiries —

400 March Road, Suite 240
Kanata, ON K2K 3H4

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IG Wealth Management

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