As a financial advisor with Ig Wealth Management. We help people. Our consultants work all over parts of southern Alberta and part of BC. We have three main offices in Lethbridge, Medicine hat and Cranbrook.
Our consultants work with clients personally to help them reach their financial goals. Whether that is saving for there children’s educations or buying there first home.
We here in Lethbridge develop relationships first, build comprehensive financial plans catered to that individual, and dedicating the time and commitment to each client.
This approach to financial planning consists of helping our clients:
- save for what matters most
- live the lifestyle they want in retirement
- purchase a new home
- leave a legacy for those they care about
- minimize their taxes
- protect their families from the unexpected
You’re not alone
We provide the comprehensive training you need to start a successful practice, and support from specialists in insurance, securities, and mortgages, and well as legal, tax and estate experts, to help you offer top- quality service to clients.
Career Growth
Move your business forward in an entrepreneurial environment, where your drive and determination can grow your business and influence your income potential.
Flexibility
Enjoy the flexibility and independence of running your own business. Achieve your ideal life balance by setting your schedule around your life.
Managing your business
Create and follow a business plan that aligns with your
personal and company objectives.
Develop a sales strategy to identify your objectives.
Maintain all necessary licenses and registrations that enable you to distribute IG Wealth Management products and services.
personal and company objectives.
Develop a sales strategy to identify your objectives.
Maintain all necessary licenses and registrations that enable you to distribute IG Wealth Management products and services.
Marketing your business
Develop and implement a marketing plan to identify and approach potential clients.
Network in your community and develop centers of influencers.
Execute promotional activities that will help to grow your business.
Network in your community and develop centers of influencers.
Execute promotional activities that will help to grow your business.
Your Professional Development
Maintain your Certified Financial Planner (CFP) designation
Participate in internal and external training programs, conferences, and seminars.
upgrade and enhance your skills and knowledge as products, services and regulations changes.
Participate in internal and external training programs, conferences, and seminars.
upgrade and enhance your skills and knowledge as products, services and regulations changes.
We believe the best advisor is an entrepreneurial advisor.
Do you like to have control over your own business with the opportunity to manage the client relationship? At IG Wealth Management we have an entrepreneurial culture with no limit on what you can achieve professionally. You will be supported every step of the way on your quest to help clients achieve the life they have always wanted with there financial success.
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