Donald Courcelles
Executive Financial Consultant @IG Wealth Management
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WORK HISTORY
Executive Financial Consultant @IG Wealth Management
CA
IG Wealth Management Inc. Mutual Fund DivisionWe are a team of financial professionals that provide customized financial advice and solutions for business owners, retirees and families. With over 60 years of financial experience, we help you build confidence in your future as we manage and protect your wealth. We use a proven process to thoroughly understand your unique situation, and together with you we build your IG Living Plan. We proactively monitor and adjust your plan to ensure it is always aligned with your evolving goals. Our commitment is to your success and your financial well-being. For you, this means more time to live and enjoy your life with the confidence that your financial affairs are in good hands.IG Wealth Management
EDUCATION
Dan Sullivan - Coach
The Strategic Coach Program
Queen's University
Queen's Executive Program
Financial Planning Standards Council
Certified Financial Planner designation
SKILLS
ABOUT DONALD COURCELLES
Donald Courcelles is an Executive Financial Consultant at Courcelles Group Private Wealth Management with specialized expertise in working with business owners and retirees, who has demonstrated to consistently help transform their financial future in helping them achieve their retirement goals, while creating the financial security and confidence that they deserve. Donald is a Certified Financial Planner and holds the Registered Retirement Consultant designation.Are you a business owner working very hard in order to have the peace of mind you deserve when you eventually retire?Most business owners spend long hours building their enterprise, but lose sight of their personal financial freedom goals. We help you get more out of your money, so you can get more out of life.• Have you stress-tested your financial plan against market volatility, inflation, interest rates and different lifestyles requirements?• Do you know exactly when you can retire, at what age, and how much you would need to retire comfortably to maintain your lifestyle?• If you are currently retired, are you confident that you are maximizing all of your tax opportunities in order to deliver your most tax efficient retirement income streams?These are some of the questions that Donald and his team can help you solve.If you want to have a conversation, feel free to reach out at d••••••••@igpwm.ca.
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