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.
The team has provided me with outstanding, personalized financial planning over the past number of years, managing my portfolio with tremendous confidence and skill. I have made some very wise investments because of their thoughtful guidance and intuitive understanding of the markets. They are highly knowledgeable, offering fiscally responsible advice while always keeping in mind the long term goals of the client. I am extremely satisfied, feel that I am listened to and know that I am in "good hands" when it comes to investing. Thank you to the team "going the extra mile."
I really appreciate the big-picture approach with the team. I've been an IG client for 15+ years. During one of our regular touch-base meetings, the team recommended and facilitated my application for life insurance, for which I was subsequently approved. They had done their homework and were well prepared with the life insurance scenarios. They took the time to walk me through the options and gave clarity where I needed it. With life insurance as part of my tax planning, I'm now much more prepared for the future - whatever it may bring. In IG I feel I have a trusted advisor to manage my life-cycle goals.
Just a quick note to let you know how much I appreciate and am thankful to be working with Arlene Neary. She is professional and thorough and I am always confident that the transaction will complete with 100% satisfaction end-to-end because she stays on task until it is complete. Always a pleasure to work with the IG team. My investments have grown as has my peace of mind. Thank you so much.