Prior to his involvement with IG Wealth Management, David spent eight years as a Commercial Account Manager for Bank of Montreal. In his commercial experience, David recognizes that good advisors can be promoted away from working with the same clients long-term. At IG Wealth Management, our clients appreciate the fact that they don’t have to re-educate a new advisor on a regular basis.
Building wealth goes beyond running a strong balance sheet and showing profits each year. Success is the ability to enjoy the results of your hard work.
Today, we work with business owners and entrepreneurs who have spent years - even lifetimes - building their success. We enjoy working with these clients through their entire business lifecycle and into retirement.
Our Advanced Financial Planning group provides us with access to lawyers and accountants who can provide specialized support for our business owner clients.