What are your qualifications?

As CERTIFIED FINANCIAL PLANNER (CFP®) professionals, we help coordinate all the elements of your financial life into a complete IG Living Plan for you and your family.

It is not easy to become a CFP® professional. We have completed extensive training requirements and are held to rigorous ethical standards.  As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. You can read more about the CFP®  certification here.

As your IG Private Wealth Management Consultant, I also have access to advanced financial planning experts and wealth planning specialists. Each member of our team of accountants, tax and estate lawyers, pension experts, insurance specialists and more, have the credentials, depth of knowledge and experience required to help address the most complex of situations and allow you to move forward with confidence.