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COTTAGE

IGM FINANCIAL, Toronto / IG WEALTH MANAGEMENT / 2019

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OVERVIEW

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Our target know that financials markets have become too complex to invest in without professional advice. The complexity is due to many factors including changing tax regulations, increasing education costs for children, business succession planning, volatile markets, longer life spans and rising healthcare costs. A High Net Worth clients’ primary concern is preserving accumulated capital so that they can maintain a similar standard of living/level of income in retirement and have sufficient capital for.

After research we found that while there were many offerings of financial guidance in Canada, no one service provider offered any insights into truly understanding the problems people in this category face.

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