Greg Williams

Senior Financial Advisor @IG Wealth Management

Halifax, NS, CA

WHAT WE DO:We focus on helping pre-retirees, retirees, and business owners in Atlantic Canada move from financial uncertainty to long-term clarity and confidence. By addressing critical concerns like retirement income, tax planning, and estate preservation, we empower clients to align their financial strategies with their life goals. Our personalized approach reduces stress, protects wealth, and supports lasting security for their families, businesses, and legacies. HOW WE DO IT:We build confidence by taking the time to understand what matters most. Through our personalized Retirement Roadmap process, we uncover each client’s values, vision, and priorities before designing a financial plan. Whether preparing for retirement, navigating it, or planning a business transition, our process ensures clients feel heard, supported, and confident in every decision. From income planning to tax strategies and estate guidance, we bring clarity to every step of the journey. WHAT MAKES US DIFFERENT:What sets us apart is our focus on personalized, values-based planning not generic advice or product pushes. Our Retirement Roadmap is designed to meet people where they are, helping them navigate real-life challenges with thoughtful, customized strategies. We lead with listening, prioritize relationships over transactions, and provide the tools needed to turn uncertainty into peace of mind. With the strength of IG Wealth behind us, we deliver both personal attention and professional depth. Want To Learn More:(86••••••63 g••••••••@ig.ca Helping Retirees Protect Wealth & Create Lasting Security | Strategic Financial Planning for Business Owners | Tax-Efficient Legacy & Retirement Income Solutions IG Wealth Management Inc. Mutual Fund Division

Saint Mary's University

Bachelor of Commerce; B