Snapshot
Put your financial plan to the test
Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to help you achieve financial well-being.
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Available now on your favourite podcast listening app.
Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to help you achieve financial well-being.
Mar 23 2023 • Source: The National Post
Here’s what to expect from your initial conversation with an IG advisor; they will:
Understand what’s important to you: your values, concerns and goals.
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
Answer any questions you may have and establish our next steps.