Brad M.
Principal at Ig Private Wealth Management @IG Wealth Management
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WORK HISTORY
Principal at Ig Private Wealth Management @IG Wealth Management
Vancouver, BC, CA
EDUCATION
The University of British Columbia
Executive Studies
Simon Fraser University
Finance and Financial Management Services
British Columbia Institute of Technology
Master Trainer
George Brown College
Accounting
SKILLS
ABOUT BRAD M.
Who we are We support business owners as they navigate irregular cash flow, develop a retirement strategy, prepare for business growth and transition through our PWPE method. What we do We ensure Business Owners & Affluent Families worry less and achieve more wealth accumulation and customize their wealth transfer process with financial education and premium investment products and tools. Our success is achieved because we are dedicated to helping our clients realize their financial goals. Our mission is to help affluent Canadians enjoy their prosperity. We combine our skills and extensive resources to deliver comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, their families, and businesses over time. Who we help We partner with successful business owners within 20 years of retirement, including a strong emphasis on, but not limited to: Dentists Doctors Actors Manufacturers High Net Worth Families How our process works There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you. Through our evaluation process, we develop a deep understanding of our clients - not just as investors, but as individuals and families. We analyze each client\'s objectives and develop a comprehensive strategy aimed at achieving their financial targets. We constantly monitor and adjust each client\'s portfolio. We gauge performance on the achievement of each client\'s goals, not a market index. What makes us different We blend sophisticated state-of-the-art investment and financial planning tools with personal and personable communications. We always put the best interest of our clients before anything else and treat each client as our father, mother, brother, sister or child. We use a gentle guidance and consistent communication style to support clients based on who they are, not who they wish they were or how they wish they acted financially. Book a Meeting
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