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.
After years of saving without knowing if it was enough, it was reassuring to sit down with Jennifer and her team. They analyzed our situation, identified our goals, and provided a timeline for achieving them.
Jennifer's patience in running our worst-case scenarios has given us peace of mind that we will be okay no matter what life brings. We love the regular check-ins, ensuring that any questions we have are promptly addressed.
With a few adjustments to our retirement strategy, Jennifer set a potential work end date on the calendar, making the goal of retiring comfortably very achievable.
Tyler Dyck is a thoughtful and caring advisor.
My husband and I had no idea where to start with our financial plan. Tyler explained the fundamentals of planning, and took the time to understand our goals. Since our plan was created, we do periodic check-ins to ensure our plan evolves as our professional and personal lives do.
We are very fortunate to be working with Tyler and his team, and would recommend him to others who are unsure of where to begin.
I feel very thankful to now have my investments being well managed by Jamie Powell of IG Wealth Management.
I turned to IG after receiving some very harsh and uncaring treatment from another financial advisor in a different company. This happened at the time of my husband’s death so I was in a very fragile state. I was devastated by this person’s attitude to dealing with my affairs at that time. I had known of Jamie in the past and he was also now serving others in our family and came well recommended.
He has been extremely supportive, patient and helpful in every way for managing my retirement savings and advising me on the best pathway forward in these areas. Jamie is extremely personable and easy to contact, quick to reply and sincerely cares about his clients’ well being.
I have no hesitation to recommend Jamie Powell as a financial advisor for anyone who is looking for a person to trust and rely on Thanks Jamie for all the support you have given to me in this area of my life.
I cannot express enough gratitude for the incredible support, compassion and guidance I received from both Jamie and Jenn during a very difficult period in my life. As a young widowed, pregnant mother, navigating financial matters seemed overwhelming and daunting, especially since I did not take care of the financial aspects of our household prior to my husband’s death. However, working with the fantastic team of Jamie and Jenn, I felt at ease for the financial future of my girls and I.
Jamie is educated and knowledgeable in so many areas of financial planning and taxation, but his superpower is his patience to coach us through our options for our benefit. We have been with Jamie since 2013, and as we move into retirement we know he will guide us through the most efficient way to draw on our portfolio.
Jamie and Jenn not only provided expert financial advice but also showed genuine care and empathy. They took the time to understand my unique circumstances and goals, offering amazing IG tailored solutions that gave me confidence and security for the financial future.
I always knew the clear financial plan in place that provided an immense sense of emotional security. I felt truly empowered to make informed decisions in regards to my accounts. Jamie and Jenn’s knowledge, professionalism, and unwavering support have truly been invaluable.
I wholeheartedly recommend Jamie Powell and Jenn Ruff to anyone seeking not just financial advisors, but a compassionate team that goes above and beyond to ensure their clients thrive, especially during life's toughest moments.
Meeting Jamie has given us what we didn’t know we were lacking... someone who ensures we understand how he will make our money work for us.
Jamie is educated and knowledgeable in so many areas of financial planning and taxation, but his superpower is his patience to coach us through our options for our benefit. We have been with Jamie since 2013, and as we move into retirement we know he will guide us through the most efficient way to draw on our portfolio.
Our only regret is that we didn’t meet him sooner!
I have had the honour of knowing Jamie for 15 years. He has been my support through job losses, personal losses and guiding me into retirement. He is my go to for all decisions financial and goes above and beyond to advise and support me in making best choices. He knows my wishes and my worries and is always a phone call or email away. I have no worries knowing he is always there for me.
I feel very fortunate to have Jamie for a financial advisor. He explains complex information clearly in terms I can understand. He is very supportive and takes a personal interest in his clients … he is not only an advisor but also a friend. My investments have done well with Jamie, and his advice is always timely and based on the latest market information. He has earned my complete trust and respect.
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” any 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.
For many years now, Jamie Powell and his team at IG have been our go to advisors. Whether it be on retirement investment plans, mortgages or insurance, they always have great ideas and follow through to get plans in place and set us up for success.
In a day and age of automation and tech advisors, Jamie and his team's personal and hands-on approach have given us comfort that we're being well taken care of and we're at the right place!
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.