At Investors Group, we know that today, good financial advice is more important than ever.
When you become a client, I will meet with you to discuss your immediate goals and longer-term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.
As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices.
Working behind the scene is our large team of regional professionals, who specialize in investment, retirement, tax, and life planning. These professionals help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – I will work with you to develop a plan to help get you there.
Explore all of retirement’s possibilities.
RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.
IG Wealth Management invites you to a special wine and cheese event seminar:
6:15 pm Registration, Wine & Hors D’oeuvres
7:00 pm - 8:00 pm Seminar followed by Coffee/Tea & Desserts
Topics we will cover:
• What does peace of mind look like in retirement?
• How to position your portfolio to take advantage of market opportunities.
• Maximizing your Retirement Paycheque™
• Creating a living plan that adjusts with you.
Feb 27, 2019 - Feb 27, 2019
12 Bushbury Dr.
North York, ON M3A 2Z7
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.