Simon McMillan and Jeffrey Carrier
Financial and Estate Planning, Maximizing Retirement Income, Tax Planning, Investing, Protection and Insurance, Planning for Business Owners
IG Wealth Management Inc., a financial planning firm
Areas of expertise
Planification financière et successorale, Optimisation des revenus à la retraite, Fiscalité, Investissement, Protection et assurance, Planification pour propriétaire d’entreprise
Certifications
Baccalauréat en administration des affaires, Planificateur financier, Représentant en épargne collective, Conseiller en sécurité financière
Years of experience
35 years
Spoken languages
Français, Anglais
Regions served
Lanaudière
Our approach:
Our approach to financial planning is based on building a lasting relationship built on trust with each client. We place great importance on understanding your situation, your priorities, and your goals so that we can offer you Appropriate financial strategies.
Our mission:
Our team is committed to providing you with top-quality service based on thoroughness, transparency, and professionalism. Each recommendation is designed to effectively support your decision-making process.
Our commitment:
We support you through the different stages of your life as you work toward achieving your personal goals. Implement strategies to maximize your financial situation and optimize your resources over the long term.
Customer testimonials
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