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.
Great guidance without pressure. Pleasant interactions. There is always someone touching base with us even if only once a year but also if there are issues that have been identified. They also understand our needs and situations. This did not happen with a previous institution where it felt like they took the investment then forgot we existed.
Our family has had an association with IG for many years. We feel privileged that Tim and his team have chosen to look after our investments. While maintaining our friendship they have addressed our requests and needs with professionalism and imagination. We thank you.
This is indeed a team we all need working for us. Their experience and in-depth knowledge of the Markets, combined with their efficiency and personal focus, always make me feel as though I am their only customer. It is a relief to me to know my financial affairs are in the hands of experts. My retirement is unquestionably much more comfortable and relaxed knowing that they are in control of my investments.
Tim, Shelley and the team are great to work with. Very approachable and provide great results. We highly recommend them.