What our clients say
“We would like to express our satisfaction with our portfolio manager and his team for their professionalism and diligence in handling all our requests and questions since our retirement a year and a half ago. Having both worked in customer service—myself as an insurance agent and Alain as a leisure broker in the education sector—we are able to recognize and appreciate Pascal, who is passionate and dedicated in carrying out his duties, which also require extensive knowledge of his market. We can affirm that retirement can be lived with peace of mind when one is well supported and guided by a competent team like Pascal’s. For those who doubt that they can fully enjoy a peaceful retirement, we encourage you to take the first step and reach out to this dedicated and capable team.”
– Lynda and Alain
“Ever since we met them, Pascal and Charles from IG Private Wealth Management have provided us with comprehensive, tailor-made assistance and an exceptional level of care.”
As entrepreneurs, we have rapidly changing needs and need cutting-edge expertise. With their team, they helped u to review our investment planning, our life/disability insurance, our compensation structure (salary-dividend), our wills and much more.
One of the keys to success in our relationship has been their working together with our professionals to ensure that our financial and tax planning was always optimized. The work they perform gives us confidence that nothing is left to chance and that all decisions are made in our best interest, both now and in the future.
Pascal and Charles are caring people who value service above all else. Working with them on our finances means that we receive 360° personalized service characterized by integrity and professionalism. For all of the above reasons, we have no hesitation in referring them the business people or to friends and members of our family who, like us, attach great importance to effective wealth management and growth.