At IG Wealth Management we take a holistic approach to financial planning. This means we go beyond traditional investment advice with a view to all aspects of your financial life. You deserve to feel confident about your family’s future and that is the number one reason why we are committed to providing comprehensive insights so you get the right information; the right advice!
The IG Living Plan Snapshot will provide you such insights. Not only will you get a financial well-being score that reveals how financially prepared you are, but it also lays the groundwork for you & myself, an IG Wealth Management Certified Financial Planner professional to create a comprehensive financial plan that evolves to meet your changing needs in life.
You will be asked a series of questions based on five dimensions of financial well-being. Once complete, you will receive a financial well-being score out of 100 along with recommendations on how to stay open to more of life’s opportunities as you meet your financial goals.
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This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Sunshine Pawchuk is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant
