Jonathan Halpert Email & Phone Number

Your goals, your dreams and your financial strategy!!!You know it's important, and you keep meaning to do it. But between driving the kids to soccer practice and dance class, holding down a job and keeping up with day-to-day responsibilities, where do you find the time to ensure that your financial strategy is on track to meet your needs today and in the future? That is where IG Wealth Management comes in. With everything from helping to identify your life goals to developing a complete financial strategy, IG Wealth Management can help bring you peace of mind that your financial affairs are looked after, while you focus on the other priorities in your life. But that doesn't mean you give up control. A personalized plan is all about you and your personal goals and dreams. I will take the time to listen to you and get to know you to ensure that your financial strategy fits your lifestyle and personal situation. With access to a team of specialists in investments, insurance, mortgages, securities, and tax and estate planning, we will provide insight on matters relating to your personal situation, such as: - are your current investments suitable for your goals? - can you pay less tax? - will you have the income you need to retire and do the things you want to do? - do you have the right amount and types of protection for you and your family? - do you have control over your income? And as your life and financial situation changes, we will work to ensure that your plan evolves to fit you. There are many variables to consider when creating a personalized fiscal plan. You deserve the value of a personal and lasting relationship with a financial advisor. IG Wealth Management is ready and able to guide you.

Listed skills include Estate Planning, Tax Reduction Strategies, Personal Insurances, Investments, and 3 others.

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  Mcgill Univerity