MARY HOPE
CPCA
Executive Consultant
Investors Group Financial Services Inc.
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At IG Wealth Management, financial planning is a team effort. As your IG Consultant, I will meet with you to discuss your immediate goals and long-term objectives. With the support of our team of financial planning experts, who specialize in investment, retirement, tax and life planning and more, we will help make sure you have the financial plan that will help meet all your life’s goals.
Our experts also help clients stay on top of government legislation changes, global market movements and new financial ideas, so they have the most up-to-date knowledge of the things that matter most to your plan.
Using all of that expertise, we will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. We’ll regularly review your IG Living Plan to ensure it adapts to your evolving needs.
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MARY BIRKETT
Senior Consultant
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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.
A real financial plan
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