Clients work with us for different reasons. Some choose us for our 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.
I think my advisor is an honest, articulate, and compassionate guy. I enjoy learning about my investments and I get excited when we begin to plan for retirement.
We really appreciate Jamie's efforts and advice to help us adjust our financial framework as we approach our golden years. We would not be in such good shape had we not had Jamie to help us navigate the global meltdown of recent years. He really does care about us as clients.
It is nice to see a positive, friendly and competent advisor who appears to have an understanding of the importance of keeping a good balance of his professional and family values.
I really enjoy my relationship with Jamie. He is very bright and well informed, and really listens to what I say. He always provides good suggestions and is always willing to “dig out” and information I request.
I like the personalized service he usually provides me and the extra steps he took to take care of my financial arrangement and transaction when I was out of the country.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.