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 first met Duane in Vancouver as we happened to be neighbours at the time. As my corporation grew, I needed to ensure that the growth was used in a productive manner. Duane showed me how I could not only use tax efficient strategies to build my wealth, but ensure my retirement and family are protected. Duane continues to add value and great advice to my financial plan. I wouldn’t trust anyone else with my future.
For the last 15 years, I have worked very closely with Duane. So much so that it feels like we are family. He has assisted through many life events and has always kept my financial goals top of mind. He always ensures things are done promptly and efficiently. Duane has allowed me to be confident in my retirement through significant life events, changing market conditions, and a few property sales. I would highly recommend Duane and his team if you are looking for a group that is well versed in all aspects of financial planning.
I started working with IG in 2012. In 2019 my former Consultant retired, and Duane was the one who took over his practice. Usually, these transitions can cause headaches, worry and unwanted stress. However, Duane ensured the transitional bumps were kept to a minimum and the whole process was seamless and easy. Since the beginning, Duane and his team have been exceptional at ensuring things are done promptly with my best interests in mind. During my recent life transitions, they have always help guide me to make the right financial decisions and were available to answer any questions I had. As a new retiree, I am confident in the financial plan we have created together and always look forward to our next interaction.