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.

 

 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. 

Mariane and Gary


 

 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! 

Tanner


 

 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. 

Robert