Nadine James

Nadine James

B.Sc.

Consultant

Investors Group Financial Services Inc.

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About —

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I like to think of myself not only as a financial advisor with Investors Group, but as life coach as well. I help people make their goals a reality; I do this by having meaningful conversations with clients, I get to know them and their dreams and desires, I then find strategies to help them live their dreams. There is nothing I enjoy more than becoming successful with clients as I help them become successful, both in a financial way, but more importantly in a true work/life balance.

Team —

GLEN JAMES

GLEN JAMES

CFP, RRC

Senior Financial Consultant

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Phone   Email glen.james@ig.ca

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.

Transcript

My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

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Lindsay, ON K9V 0N4

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