Frequently asked questions.
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IG Wealth Management doesn’t just offer retirement planning. We want to offer financial well-being through 6 measured dimensions:
Optimizing your retirement – managing retirement risks, preserving capital, and creating income,
Sharing your wealth – establishing an estate plan,
Managing cash flow – examining cash and credit requirements, deliver flexibility to achieve goals,
Preparing for the unexpected – developing strategies in order to protect, preserve, and provide for loved ones,
Planning for major expenditures – making goals a reality,
Maximizing your business success (as applicable) – synchronizing and enhancing personal and business plans.
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Absolutely! We have a dedicated team of specialists who are well-versed in the complexities of corporate investing and tax planning. Our experts work closely with you to ensure that you are fully utilizing all the benefits available to your corporation. Whether you need assistance with optimizing investments, minimizing tax liabilities, or navigating complex financial structures, we're here to help you make the most of your corporate resources.
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No, we do not have an investment minimum. We believe that meaningful relationships and successful outcomes aren’t determined by the size of an investment. Instead, we focus on partnering with individuals and organizations who share our values and vision. We are selective about who we work with, ensuring that we have the time and resources to dedicate to each client. This approach allows us to provide personalized attention, ensuring that everyone we work with is well taken care of and receives the full benefit of our expertise.
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We offer a comprehensive range of insurance products tailored to meet diverse needs. Our offerings include:
Life Insurance: We provide both term life and permanent life insurance options to help protect your loved ones and secure your financial legacy.
Disability Insurance: Safeguard your income and financial stability in the event of a disabling illness or injury with our disability insurance plans.
Critical Illness Insurance: Receive financial support if diagnosed with a serious illness, helping to cover medical costs and other expenses during a challenging time.
Health and Dental Insurance: We offer individual health and dental insurance plans, particularly suited for retirees and self-employed individuals seeking reliable coverage.
Children's Insurance: Protect your child's future with our whole life and critical illness insurance products designed specifically for children.
Group Benefits: We provide group benefits packages for companies with at least two employees, helping you take care of your team with tailored coverage options.
Business Insurance: We also specialize in business insurance, offering buy-sell agreements and key employee insurance to ensure your business remains secure and resilient.
Our goal is to provide you with the right coverage to protect you, your family, your employees, and your business at every stage of life.
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Absolutely! We have a dedicated team of specialists who are well-versed in the complexities of corporate investing and tax planning. Our experts work closely with you to ensure that you are fully utilizing all the benefits available to your corporation. Whether you need assistance with optimizing investments, minimizing tax liabilities, or navigating complex financial structures, we're here to help you make the most of your corporate resources.
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As our client, you receive much more than just financial planning services. We offer a range of additional benefits, including:
Virtual Webinars: Stay informed with our webinars that focus on current events and their impact on your financial future.
Exclusive Resources and Insights: Gain access to exclusive resources, reports, and insights designed to enhance your financial understanding and decision-making.
Active Communication: You won’t be dealing with call centers. Instead, you have a direct line to our practice, ensuring quick and personal responses.
Personalized Relationship: You are not just a number or an investment statement to us. We take the time to get to know you and your unique situation, fostering a relationship that goes beyond transactions.
Our goal is to ensure that you feel supported and valued every step of the way.
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Our team is highly qualified and committed to maintaining the highest standards of professionalism and expertise. We hold the
QUALIFIED ASSOCIATE FINANCIAL PLANNER (QAFP)
designation, which establishes our fiduciary duty to act in the best interests of our clients. Additionally,
Dayton
holds the
Registered Retirement Consultant (RRC)
designation. We are dedicated to continuous learning and regularly participate in online and in-person training events to ensure we remain at the forefront of industry knowledge.