VAN ORTEGA

VAN ORTEGA

 IIROCCIPF Certified

Consultant

Investors Group Securities Inc.

Investors Group

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About —

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At IG Wealth Management, our approach is centered around you. I will take the time to listen and truly understand your aspirations, priorities, and concerns. We can work together to craft a comprehensive financial plan that addresses your short-term needs while paving the way for long-term prosperity.

As a dedicated financial planner, I am here to guide you through the complexities of financial planning and help you create a roadmap to financial success. With over 5 years of experience, I specialize in retirement planning, investment strategies, tax optimization, risk management, corporate accounts, and estate planning. I stay up to date with the latest industry trends, ensuring that you receive the most current and effective advice tailored to your unique circumstances.

As your financial planner, I will empower you with knowledge, helping you understand the reasoning behind our recommendations and providing clarity in an often complex landscape. By arming you with this understanding, you'll gain the confidence to make sound choices and take control of your financial future.

When you partner with IG Wealth Management, you gain access to a vast network of professionals, comprehensive resources, and innovative tools designed to optimize your financial journey. Don't wait any longer to secure your financial future. Schedule a consultation with me today, and let IG Wealth Management be your trusted partner in achieving financial freedom and realizing your aspirations.

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.

general inquiries —

666 Burrard Street, Suite 1800, Park Place
Vancouver, BC V6C 2X8

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IG Wealth Management

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