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.
We are very pleased with our representative at IG Wealth Management. He goes out of his way to help and guide us in all our dealings. We are very fortunate with help in our investments.
Dallaire & Associates along with the Advanced Financial Planning team took the time to understand our small business and family dynamics. Dan and his team were presenting ideas, opportunites and plans before our accountants were able to. Through collaboration with our accountant and lawyer Dan has helped implement these recomendations. It gave us great confidence having Dan on our team and moving forward with a PLAN that will make a significant financial difference for us.