Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
Our financial planning business is about clients and their hopes, dreams and priorities. It is our job to find out what’s important to them as people and to figure out the best way to help them implement strategies that enhance their financial and emotional well-being. I am very passionate about building lasting client relationships, always doing professional development to be an industry leader in bringing the best advice to all clients.
In designing financial plans for clients we insist on having a long-term view, goal-based planning & understanding of risk. Every client has a unique situation & helping them achieve their financial goals is something that motivates me every day.
Certified Financial Planner
The experience for clients, when dealing with our team, is top priority for me. As the first point of contact for many clients I make it my goal to ensure they feel comfortable and know how important they are to us. I feel it is a successful day when client needs are dealt with in a timely fashion and they are very happy with the services we have provided.
Reviewing a client’s risk management needs can enhance their overall financial plan. By understanding what their goals and dreams are, we can protect their ability to reach them. Every client’s risk is unique to them. By doing a thorough risk assessment, we can really understand their value system and protect not only their retirement, but their legacy too.
