I am a financial professional, not a financial advisor and yes there is a difference.
I specialize in working with people who are going through a major life change or transition, which adds a degree of vulnerability to their situation. By definition, a vulnerable client is somebody who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm or individual is not acting with appropriate levels of care.
This could be caused by a separation or divorce, a recent bereavement, those who find themselves or a family member facing an uncertain medical diagnosis, the selling of a business, transitioning into a new career or out of one into retirement. Those with a lower level of financial literacy or where English is a second language can also be particularly vulnerable. All of us will become vulnerable at some point in our lives, whether we realize it or not - so my commitment is to ensure as many of our clients, colleagues and friends suffer as little impact as possible from the challenges life presents.
We believe specializing in this area demands expertise and the right resources, professional and personal experience, and above all, empathy. Holding the CERTIFIED FINANCIAL PLANNER designation and having access to our Advanced Financial Planning team (consisting of lawyers and accountants and other specialists), means we are uniquely placed to provide the very highest level of advice and service in this area.
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.
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW