CPA, CMA
Consultant
Investors Group Financial Services Inc.
Celebrating my second year with IG Wealth Management, I can’t think of anything more pivotal to my work than growth. Since joining IG Wealth Management as a consultant, I’ve helped families and business owners to create and manage generational wealth through proper planning, investment, and protection strategies to increase income, reduce tax, and prevent their estate from erosion.
In my first year at IG Wealth Management, I delivered incredible client success and found the need for additional help to ensure superior service remained a standard of my practice. As such, I welcomed an associate onto my team, Joshua Crusoe. Joshua’s past experience within the business world and assisting entrepreneurs in previous start ups has flowed through naturally to assisting the growth of our clients and their businesses.
Our growth continued as we welcomed our Practice Manager, Marine Rofaiel to our team. With her 14 years of experience at IG Wealth Management and a strong background in client service and operations management, Marine is dedicated to enhancing our clients’ experience.
Growth stands as the cornerstone of our practice. The growth of our team, the growth of our client’s knowledge, and the growth of their continued wealth.
To become a part of our team’s growth please reach out to Marine Rofaiel at marine.rofaiel@igpwm.ca
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOW