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 Clients have always valued my ability to ask the right questions to understand their needs, and explain options in an easy to understand manner, as well they appreciate that I accommodate their schedule by doing business in a place and time that suite their lifestyles.
