Categories
Finance & Insurance
Hours:
8:30 AM - 4:30 PM Mon - Fri
About Us
Our investment approach is centered around one common goal: providing investment solutions focused on maximizing risk-adjusted returns over the long term, so our clients can confidently pursue their goals and a more secure financial future for their families. We will help you achieve your goals with investment solutions and comprehensive advice.
There’s no doubt that investing plays a key role in financial planning — after all, it allows you to save for major events and purchases, and provides you with income in retirement. However, there is far more to financial planning and wealth management than investing. A comprehensive financial plan will include all of these components:
Planning for a financially comfortable retirement.
Managing cash flow (including making a budget and reducing debt).
Sharing wealth (such as leaving a will and charitable giving).
Ensuring that you are prepared for the unexpected.
Saving for major expenditures.
This can all be accomplished — and in the most tax-efficient ways — with the help of a certified financial advisor. A strong financial plan will adapt and change with your life and therefore give you more financial confidence.
Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.