Clients work with us for different reasons. Some choose us for our investment 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 was introduced to Fred by a friend who had done very well financially by following Fred’s advice. Having had disappointing experiences with previous Consultants, I was delighted to find someone who had not only a sincere interest in managing my finances, but was also able to help me find a balance between my needs and my resources.
There is no question that Fred has helped improve the status of my investments substantially. But I should also mention the way he keeps me in the loop. He is current in his information, readily available to answer questions and I never sit down with Fred and not learn something. I also appreciate the support that I receive from his team who provides statements, newsletters, and information.
Fred has more than exceeded my expectations of a financial advisor.
I have been a client since October 2005 and my parents were with IG Wealth Management for many decades. Fred is professional, attentive and extremely efficient with my requests. He always makes himself available. I value Fred’s opinions and sound investment advice. As my retirement in 2004 did not provide me with a workplace pension income, I rely on my investments. My retirement income meets my needs and I appreciate having Fred and his team looking after my best interests.
I have known Fred for over 10 years and I count Fred as one of my key trusted advisors who I rely on for looking after my family’s financial, insurance and estate planning needs. Fred’s integrity and knowledge is invaluable―his ability to connect with you and find out what your needs are is one of Fred’s natural talents. From the moment you meet with Fred you’ll know that he has YOUR best interests as his number 1 priority. Fred does a great job of keeping in touch and making sure that our needs are still being met as life continually changes. He is always quick to listen and provides thoughtful professional advice that I value. If you are looking for a professional with integrity to provide you with trusted advice I highly recommend Fred.