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.
My mother and I have been clients of Jacqueline since 2003. Mom felt incredibly lucky to have met Jacky when she did. Jacky has continued to manage her portfolio with unbelievable care and kindness. One of the many gifts that Jacky has is the ability to put everyone at ease and really listen to what that individual wants in the future. Then she makes it happen! I am a small business owner and a single parent. Jacky is so down to earth and sees the big picture! With Jacky, there are no stupid questions or problems too big to solve. With creative and current thinking, she has helped me with all my business and personal financial decisions. I'm so grateful for her wisdom and generous spirit! Thank you, Jacky, from the bottom of my heart!
From our first meeting to present day, Calvin has been very knowledgeable and confident with a genuine approach. He has completely taken the fear out of retirement planning for us, and we look forward to working with him in the coming years.
After Jacky and Dan, I trust my hairdresser the most.
We have great trust in the advice that Dan and Jacky provide, and value how they have personalized their approach to our financial situation, taking into account our whole financial reality with mutually agreed upon and realistic goals. As our kids have grown and we’ve matured, their advice has followed us through that journey and set us up for success. Post-secondary educations are properly funded for the kids, life insurance needs are met, and retirement at age 55 is a reality.
Calvin Peters is the reason I transferred my portfolio to IG Wealth. He spent many hours fully understanding me, my goals, the dynamics within my family-owned business, and my concerns about my children for the future. Calvin exceeds my expectations as he listens and cares, always providing thoughtful advice. He serves three generations: myself, my daughter and my granddaughter. He understands our separate goals while considering long-term financial outcomes and scenarios. Knowing my family will continue to be supported and cared for on my demise is most reassuring. While I am grateful for my professional, financial affiliation with Calvin, I consider him a friend.