Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Jeff and his team manage our investments and financial plan with IG Wealth Management. My wife and I have both been very grateful for his support and prompt attention when we needed help in managing our investment portfolio.
He is professional, knowledgeable, concise and proactive. His comforting approach and confidence has provided us with a sense of relief when dealing with our investments. Thanks to his understanding of our life plans the investment portfolio is doing well.
I met Jeff when I decided to take control of my retirement. After a lifetime of hard work and building a successful business, I was ready to retire from day-to-day decision making and spend half of the year vacationing in a warmer climate. I liked Jeff and his team from our first meeting. He immediately provided valuable information. Since we have been working together, Jeff has made significant improvements on my investments and provided a solid financial plan that we revisit frequently. Jeff is knowledgeable and attentive and I am comfortable spending time away knowing that someone reliable is looking after my retirement portfolio.
Brent’s guidance has meant the world to us over the past 20 years. We are now seeing the benefits of following his recommendations and enjoying a comfortable retirement!
Leslie isn’t just our Advisor; she is a friend. Because she takes the time, her recommendations are based on our specific needs and we trust her completely.