Previously when I sat with other advisors from my bank and my pension company, I walked out with lots of paper work and a feeling of "well, that was useless." Finally, I thought I have to get a handle on my retirement and made an appointment with Matt's team. I sent them all my information and after a couple of meetings (as he knew I was needing some hand holding), I now understand and feel confident I am on track to retire comfortably all thanks to them.

- Ruby L. Client since 2022

I have been with IG Wealth Management for approximately 10 years. Matt has been very helpful in explaining my financial/investment options. He always listens carefully and is responsive to my questions and concerns. I have recently lost my spouse and Matt has been thoughtful and caring as he guides me through the financial challenges faced by a single senior.

- Carol T. Client since 2013

IG Wealth Management has been one of the best decisions my wife and I could have ever made. After floundering and quite literally drowning in mainstream banking investment services, we realized we desperately needed help solving the mysteries of LIFs, RIFs, TFSAs, RRSPs, etc., as we were both approaching potential retirement and an age where such decisions become crucial to the well being of your future. After watching one short webinar, we were convinced these people were the ones to guide us in those very crucial decisions. After hooking up with our point contacts, Mr. Ken Nason and Mr. Brian Rose, we have not looked back. These gentlemen quickly diagnosed our situation, put together a portfolio and have constantly guided us in making those critical decisions to maximize our retirement savings and being able to move forward with an investment profile that was worry free and completely understandable. I’ve had to call on them several times over the past couple of years for CRA issues and investment questions and have never been disappointed. They respond in a timely, professional and down to earth fashion and completely take away the stress related to making any sort of future investments/TFSA deposits, etc. I would highly recommend IG Wealth Management to any of my family and friends without hesitation. Thank you Ken and Brian for being part of our investment journey! Thumbs up and five stars!

- Nick B. Client since 2022

Everyone knows you need to save money for retirement, but do you have a plan? For most people, creating and revisiting a financial plan is on their “to do list." We appreciated how Ken and Brian made it easy to develop a comprehensive, lifelong plan and more importantly, ensuring we all revisit the deliverables on a regular basis as our life situation changes.  

 - Harry D. Client since 2014

The hardest part about getting ready for retirement is creating a financial plan you can be confident will allow you to retire in comfort while being able to weather the uncertainties of the future. In the financial planning world of “we don’t know what we don’t know," Ken and Brian have really helped us to "know what we need to know." IG Wealth Management provides a “one-stop shop” with a competitive family of investment funds and financial planning services and tools. We sleep well at night knowing that our retirement plan is in good hands. 

- Ken and Sarah. Clients since 2020