Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been with Ed Lacey for more than fifteen years and we haven't looked back. Ed's expertise in the world of finance reaches far beyond monetary goals and investments—he connects with all clients, listens and responds accordingly to how they view themselves and their financial future. He has always been there for us when we need him and puts his heart into his work. Ed educates clients continually, and leaves no stone unturned. His dedication to work and clients is what truly sets him apart from other financial advisors.
My husband and I came across Ed Lacey with IG approximately 10 years ago. Previously we had dealt with four other competitive investment companies resulting in dreadful financial losses. Philip Poitras is our representative with IG. We have nothing but the best to say about Philip and this organization!!!
With access to a wealth of information they have helped us to understand everything involved in looking to our future and our retirement planning. We were late bloomers and IG has worked closely with us to catch us up to maximize our savings, both in the present and future in a very short period of time.
Specializing in wealth management and financial advice, they have assisted us over the past 10 years resulting in recoup of most of our original losses and increasing our investments and wealth through TFSA and RRSP contributions. Their personalized service, friendly care and understanding has been nothing but exemplary.... and they make house calls which is great when one has a disability!!!
Our only regret is that we did not find them years before we did. We highly recommend IG for your financial future and retirement planning.
We work with business owners and entrepreneurs who have spent years and even lifetimes building their business. Whether you are just starting out or have an established business, we can help you maintain your lifestyle now and throughout your retirement. Building wealth goes beyond running a strong balance sheet and showing profits each year. A key to enjoying the results of your hard work is to build wealth inside and outside your business.
We can guide you in creating:
- a succession plan to help ensure you get the return on your life investment you deserve
- a holding company, a life insurance policy, and other tools to limit your tax liability
- a well-diversified investment portfolio outside the business that can continue to generate income long after you have sold or moved on from your life as a business owner
As fellow business owners, we understand your needs and are here to help.