Canadians across this great nation work so hard and dream big, and deserve to get the most out of their hard work. Getting clients the most out of every dollar they earn is a passion of mine. I express this passion through the art of Financial Planning.
Initial client meetings with me begin with a fact-finding mission. This information is more than assets and liabilities but really goals and concerns. I want to know what is important to you, what you dream about. We will look to set your goals at the fore front pulling our plan forward to achieve your financial dreams.
On the other side I also want to know what keeps you up at night, what scares you the most when thinking about your financial future. The fears are the motivation needed to drive forward away from complacency.
Taking your goals, concerns and financial information we create a plan together. At IG Wealth I have the resources such as in house lawyers, accountant, insurance, investment, tax and estate experts I can call in at any time. Together we look to make sure we are accomplishing the best outcome for the client.
Using some of the top AI planning software available we create an individualized Living Plan for you. Here we can crash test various ideas or scenarios to see how they affect your financial life and try different strategies proactively or reactively to deal with them.
If you have questions about your getting the most out of your finances, please reach out today. I would love to talk to you
A real financial plan
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.
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