WALLY EDDY

WALLY EDDY

 

Senior Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Wally Eddy is the Senior Consultant of a distinguished IG Wealth Management team serving the Kootenay Region of British Columbia and Calgary Area for the past 26 years. Wally’s team serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over two and a half decades, Wally has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He and his team work closely with affluent individuals and families, helping them streamline the complexities of Retirement, Estate Wealth Transfer and Small Business Succession to capitalize on the opportunities of substantial wealth.

Wally began his financial career in 1979 with the Bank of Montreal and quickly advanced to a senior manager position responsible to streamline efficiencies and improve the service culture of branches across Canada until 1992 when he decided to start an independent wealth management practice with IG Wealth Management in Prince George, BC. He has been recognized nationally with two Pillar Performance Awards*, T.O.P. Award**, and in 2011 was a member of the President’s Club***.

Wally has served for 10 years on the Board of Directors as President of the Canadian Mental Health Association, as well as 4 years with Crime Stoppers. He has a passion for motorcycles where he has been a certified instructor in the East Kootenays for 14 years.
Wally lives in Cranbrook, British Columbia with his wife of 46 years. He has three daughters and 10 grandchildren.


*Based on Investors Group New Business for Consultants in their first 4 years.
**Based on performance, recruiting, coaching and mentoring of Investors Group Consultants by a Division Director (1997)
***Top 3% of Investors Group Consultants based on new business (2011)

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Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

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