Our 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 had been on the hunt for help with our finances for what felt like forever! We had been saving lots, but unsure where the best place to put those savings were. We were weighing housing options, but needed help understanding what we could afford. We wanted to make plans for the future, but needed advice about what to consider. After an unsatisfactory experience with another financial group, we received a recommendation for IG and interviewed Lindsey Kilgour's office. Lindsey and Chandra wasted no time in helping us track our spending, organize our savings and map out future plans. They are available, patient, quick and very knowledgeable. They communicate through a number of channels, and offer great software for tracking plans. We are finally in great hands. We look forward to our meetings and love the confidence we now have to make financial decisions.
I was totally in the dark about my personal finances for years. In the space of a few months, Jacob helped me optimize my savings, maximize my tax return and reduce my taxes owed, all of which enabled me to purchase my first house 6-8 months ahead of schedule. Gamechanger!
I am a working professional and I have been managing my own investments for years. With the recent volatility in the markets, I reached out to Jacob for financial advice. Jacob met with me to gain a clear understanding of my current financial situation and to customize a financial plan with clearly defined goals and objectives. Jacob was very professional and proposed an investment strategy that was right for me. I took considerable comfort in knowing that my financial affairs were being managed by Jacob, and a team of portfolio managers and IG Wealth Management specialists. I was also pleasantly surprised by all the additional services provided by Jacob and his team, such as insurance, retirement planning, tax and estate planning, cash flow management etc.
I have been a client of IG for almost a year. From day 1 I have felt as though I am part of a very close knit team. I have had the freedom to put my money into whichever avenue I have wanted. My investor (Lindsey Kilgour) has kept me informed as to how my money is working for me at every step of the way. I have open lines of communication with her and all of her staff (Erin, Chandra and Jacob). I am incredibly proud calling myself a client of Lindsey Kilgour and the Kilgour Group. 5/5 would recommend.
So many great things to say…where to start! We have been clients of Lindsey’s since 2013, and what first struck us was how personable and affable she was, not to mention her impressive wealth of knowledge of the financial world. Lindsey is very accommodating and makes herself available to answer any questions we may have. With her professionalism and knowledge of the industry, she has created a comprehensive financial plan with us using efficient tax-saving strategies. Where Lindsey excels, is breaking down the complexities of financial planning into informative, simple concepts. We are grateful for her advice and have complete confidence in her recommendations. We have come to know Lindsey very well over the years and without hesitation, have recommended her to friends and relatives.