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.
My husband and I had been clients of IG for many years and he looked after our investments. I understood very little of what was happening. Then my life changed as my husband passed away in 2017 and our Financial Planner, we were with, retired at the beginning of 2018. I was asked to be a client of Marilyn's and this was the best thing to happen to me. She was very helpful in changing my portfolio to reflect on my life now and in the future. She has lead me, helped me to understand what I have and what is needed to make it grow in my favour. It is a breath of fresh air to have someone who cares so much about me and my future and knows what I am going through. Marilyn and her team are caring and fun to be with. It is good to have laughs and be comfortable with the people who are doing so much for you.
Thank you and I know we will continue to work good together.
Last fall I attended a short seminar for women hosted by Marilyn at IG Wealth Management and was so impressed by the information I received. At that time, I was 52 and wanting to retire but had no idea if it was financially possible. At the seminar, Marilyn gave the participants tips on how to plan for the future and maximize our wealth. I really felt like Marilyn was speaking to me personally and understood me, so I took a chance and told her that I wanted to learn more about IG. It was a great decision! Shortly after that I and my husband, who was already retired, met with Marilyn to discuss our financial planning. Marilyn listened to us, looked over our financial documents and gave us valuable recommendations on TFSAs, CPP and CPP Disability tax credits, etc. that we were not aware of. We eagerly followed her recommendations because they were easy to understand and just made good financial sense. We moved our investments to IG and are very pleased with their performance. In March 2020 I realized my dream of retiring early with all the confidence that we are in good hands with Marilyn and IG. We highly recommend IG Wealth Management to anyone wanting to learn how to maximize their financial potential.
When I first met Kelsey, I was going through a divorce. Preparing to be on my own financially was frightening and overwhelming! I definitely broke into tears more than once! Kelsey has helped me get back on track, explaining the why's and “how-to's” of my financial picture for stability now, and into retirement. She listens, is genuinely curious, and helps me stay accountable. I always learn something new each time we meet and by helping me understand and navigate my finances, Kelsey has helped me gain confidence in my financial independence and has made me feel empowered to shape my future.
I have been a client of IG Wealth Management for about 15 yrs. I am pleased with the results of the investment program in general and very pleased with the our Consultant in particular.
Recently our previous Consultant retired and our portfolio was taken over by Kelsey Boudreau in May 2018. Both my wife and I enjoy working with Kelsey as she is well informed, attentive and communicates very well. She takes the time to ensure that we understand the pros and cons of any decisions we make about our investments.
I can happily recommend Kelsey to anyone looking for a Financial Consultant.
Kelsey has been very helpful in organizing me and my investments to maximize my investment benefits; to simplify the processes; and to teach me what I need to know to feel comfortable with my investment decisions.
Kelsey also took action for me, getting my paperwork in order, in a tight timeline, to help facilitate my mortgage renewal, enabling me to get the great, low mortgage rate I wanted, before the Bank of Canada raised their interest rates. Her thorough knowledge, excellent client service, and her commitment to helping me achieve my financial goals have been SO valuable to me.
I now know I can count on Kelsey to have my best interests in her mind and in her goals too!