With almost 30 years of high net worth and private banking experience from multiple financial institutions, I offer a truly unique perspective of integrated wealth management. Guided by a 7-step ‘True Wealth Management’ process, my personalized advice goes beyond just financial planning; it’s a road map that evolves with you at every stage of your life and career.
With the client experience at the heart of everything I do, my personalized attention to detail is evident by my true passion for clients’ financial well-being and the 1-on-1 personal relationships I form with the families I serve.
You deserve s’more from a financial plan
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.
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