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.
We are so grateful that our friends personally introduced us to Don. We have been able to review our finances and determine if we were on the right track to retire based on our financial position. Don and his team have a way of making things that might appear complex, to be more straightforward and understandable. They are very thorough in their fact-finding and financial planning and they gave us really good advice to help us achieve our long-term goals and protect our family. Thank you!
Prior to our partnership with IG we had no financial plan, nor did we really know what a financial plan was. Over the course of a couple of years, Don helped us develop a working plan based on where we wanted to be financially at retirement age. A few years later we now find we are comfortable with how well the process works to track our progress towards retirement, and have the satisfaction that our savings plan really is working and on track to meet our goals!
Dean took the time to help us refine and quantify our goals and options for our future and explain the financial planning process to us. With what he gathered from our discussions he then developed a financial plan to secure our retirement. Dean is knowledgeable and understands how to work with people, leading but not dominating discussions. We felt comfortable throughout the process and were very pleased with the outcome. We have recommended Dean to a number of friends and have been told of experiences similar to ours.
Dean has been great at helping us understand investment opportunities that support our goals and has made recommendations that have saved us significant tax dollars. We appreciate the way he stays abreast of market developments that make our investing easy. We also appreciate his helpfulness and would highly recommend him to anyone seeking the same benefits.
