IG Wealth Management invites you and a guest to an educational seminar on estate planning. At this complimentary event, we’ll share expert insights and strategies for a well-structured plan to help create certainty for your future.
We will discuss:
- The importance of a properly drafted will and other critical components of an estate plan
- Key considerations and strategies for various family situations
- How to plan ahead and minimize the impact of tax on your financial legacy
We encourage you to invite a guest that you believe would benefit from an introduction to IG Wealth Management
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Senior Executive Consultant
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Denean is a born and raised resident of Fort St. John with 30+ years of experience in the financial industry and 17 years dedicated to IG Wealth Management. Certified Financial Planner specializing in holistic, comprehensive financial planning, Denean is dedicated to fostering enduring relationships with clients with the desire to offer tailored, expert advice and guidance through each stage of their lives with care and precision. Denean is an active community volunteer for the North Peace Ride for the Disabled and the Fort St. John Hospital Foundation.
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Associate Consultant
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Adam is a born and raised resident of Fort St. John, and attended Thompson Rivers University where he graduated in April 2023 with his Bachelor of Business Administration (BBA). He began his role at IG Wealth Management in May 2023, and is currently working towards his Certified Financial Planner designation (CFP). Adam is an active community volunteer and participant in the FSJ Petroleum Association and various local organizations.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
