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  1. CA
  2. NS
  3. Halifax
David Martin, Senior Financial Consultant, IG Wealth Management

David Martin, Senior Financial Consultant, IG Wealth Management

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Halifax Place, 7001 Mumford Rd Suite 200, Halifax, NS B3L 4R3, Canada Get Directions
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SUMMARY   Services Excellence Summary

Clients often come to me because they are concerned that they may not be getting the right advice from their adviser. They are not comfortable making decisions about their retirement planning on their own. They are concerned about how they can: - save the most money on taxes; - make sure their loved ones have a reliable advisor should anything happen. - Use TFSAs, RRSPs, LIRAs and non-registered investment accounts to benefit their family. - Manage risk. I have spent over 20 years helping families to #DreamPlanActSucceed to achieve their financial goals. Are you not getting the financial guidance that you deserve? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages and estate planning.

 

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