Steven Deacon

Executive Consultant @IG Wealth Management

North Bay, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2008 — Present

Executive Consultant @IG Wealth Management

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Investors Group Financial Services Inc.

EDUCATION

N/A

The Wharton School

Foundation Degree

SKILLS

PensionsFinancial PlanningWhole LifeTrust ServicesFinancial GoalsWealth AccumulationInheritance Tax PlanningWealthFinanceFinancial RiskAsset ManagementRetirement SavingsIncome ProtectionCritical IllnessFinancial ServicesEstate Tax PlanningFixed AnnuitiesFinancial PlannersInvestment AdvisoryRetirement PlanningFinancial AdvisoryInvestment ManagementVariable AnnuitiesWealth ManagementHigh Net Worth IndividualsEtfsLong-Term CarePersonal Financial PlanningInvestment StrategiesAlternative InvestmentsRrspSegregated FundsUniversal LifeLong Term Care InsurancePublic SpeakingEstate PlanningRetirementStrategic Financial PlanningInvestmentsAsset Allocation

ABOUT STEVEN DEACON

I strongly believe that sharing knowledge with clients provides the greatest value both to clients and to my practice. It is important that clients understand their investments and the capital market that affects them. I spend time both coaching clients as well as counseling business owners on corporate financial planning issues.My business is focused on assisting clients with both capital accumulation and tax planning. A large percentage of my practice has also encompassed wealth preservation while producing tax advantaged income for both retirees and other individuals.My team and I sincerely believe in IG Wealth Managements core values of Quality, Integrity and Responsiveness and endeavor daily to deliver comprehensive financial planning that exceeds all client\'s expectations. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.

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Steven Deacon — Executive Consultant at IG Wealth Management in North Bay, ON, CA | Unifers