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.....
Your road to financial confidence begins with a conversation. We can meet virtually or in person, whichever is more convenient for you.
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
Email
(250) 287-4739
1105 Ironwood Street, Campbell River BC V9W 5L6
By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.
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Don’t settle for an advisor who only recommends an investment portfolio. You deserve an advisor who takes into account every aspect of your financial life. We’re committed to providing you with:
Comprehensive financial planning is about managing every aspect of your financial life. Clients tell us that our advice helps them grow their money faster, pay less in taxes and feel more financially confident.
We use the IG Living Plan framework, which covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses. We also help business owners maximize their success by integrating personal and business financial plans to enhance their overall financial health.
This step-by-step guide will help you simplify your various sources of retirement income, minimize taxes and develop the right retirement savings withdrawal plan for your unique situation.
FEATURED PODCAST
Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.
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.
During our first conversation, we’ll discuss:
Request a meeting to get started.
