Darcy Bell

Senior Financial Consultant, Cfp @IG Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2014 — Present

Senior Financial Consultant, Cfp @IG Wealth Management

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Calgary, AB, CA

Investors Group Financial services Inc.

EDUCATION

2000 — 2001

North Island College

University Transfer Program, Science

2001 — 2005

University of Calgary

Bachelor of Arts (B.A.), Urban Studies/Affairs

ABOUT DARCY BELL

Many Business Owners & Professionals tend to focus on their careers, often neglecting their personal finances, which can leave them unprepared for the future. At IG Wealth Management, we specialize in helping Business Owners & Professionals integrate their entire financial plan, maximize their retirement income, effectively reduce taxes, and create generational wealth through our LPP Method.Our team is dedicated to helping highly successful individuals, their families, and businesses succeed by providing tailored and comprehensive wealth and liability management services. We strive to build long-lasting relationships with our clients by educating and enlightening them to make informed financial decisions, ultimately enriching their lives. We take a holistic approach, aligning all aspects of our clients\' lives with their vision for the future.Have you given any consideration to the following? Are you currently on the path to retiring on time? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle? Do you have a clear understanding of your entire financial picture into one detailed plan? Is your net worth heavily concentrated in your company stock and you\'re not sure how to diversify it? Are you concerned about preserving and passing on your wealth to future generations?At our firm, we\'re passionate about empowering our clients to face the future with confidence. Whether it\'s unraveling the intricacies of intergenerational wealth or designing a roadmap to financial independence and retirement, our team of experts is here to help. With our multidisciplinary approach, we provide customized guidance on investment management, estate planning, risk management and generational wealth and legacy planning.If you’d like to schedule a meeting, please reach out to me directly on LinkedIn, or email me at d••••••••@ig.ca

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