Our 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.
Richard and the team are always proactive. Looking ahead is such a blessing, as we are comfortable in knowing that investments are not just there to sit, as the world changes so do our funds. I am happy this is the philosophy that guides me and my guy Richard.
We had the pleasure to meet Richard over 20 years ago. Since then he has shaped our retirement portfolio to meet our retirement goals. We have just retired and Richard and his team continues to assist us in all our financial needs. He has become more than a financial consultant but a friend.
Sound advice, sensitive management, realistic, no rose colored glasses, positive experience year after year.
I ran into Richard at a trade fair in Fort Sask. some 25 years ago, I had just retired and after talking to Richard decided to take a chance on IG. I have to say it has been mostly a good decision. I’ve retained investment in other institutions, but I’ve found that my experience with IG has been equal or better than the other companies. I also have come to know Richard as a friend and someone I trust, and believe me that’s important when it comes to taking care of ones future.
Early in my career, I did not feel comfortable interpreting my investments or deciding what to invest in though I knew it was important to start early and diversify. Richard patiently explained all the options no matter how many questions I had about a particular investment. Now more than 18 years later, Richard and his team expertly help my husband and I manage all those family decisions of a mortgage, investments, life insurance, our children’s education and vacation savings.