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.
I have known Greg for most of my life and he has been my investment advisor for about 15 years and my wife’s for about 5 years. He has navigated us through investing in RRSPs for the purpose of the Home Buyers Plan and retirement, he set up an RESP for us when we had our first child, as well as provided us with a full investment plan. Before he provided the investment plan, he worked hard to understand our current situation as well as our future goals. He has a great personality, has always been up-front and honest with us, and isn’t afraid to call in an expert if something is out of his expertise. We would highly recommend him to anyone in any investment scenario.
Julie is terrific to work with. She has always been attentive to my life goals and structured my financial plan accordingly. She always makes time to speak directly with me to discuss my options and is always very timely and responsive. Finances and investing can be confusing at times, but Julie takes the time to explain and clarify. It's reassuring working with her and is always a pleasant experience!
We have been with IG Wealth Management for many years and have always received great service. Julie takes the time to explain all the details in order to help us make appropriate decisions for our current lifestyle. Julie always follows up and her and Greg are always available to answer questions or solve any issues that may arise. We are very happy with the service we receive.
I have been working with the Julie Nixon from IG for several years now. Julie has provided amazing support in helping us identify areas and strategies to become more financially savvy, and create plans for our future and our daughter’s future. She is great to work with, always responsive, caring and follows through. Thank you Julie for all your support!
My association with Greg Harvey started about 25 years ago, shortly after he began his IG career. I was in serious trouble with the government when my previous ill-informed investment agents (different company) had me extremely overpaid in my RRSPs. Greg went right to work for me. He teamed up with my accountant, and after several months of letters and communications back and forth with the government agencies, he had me back on track. And out of trouble! Over the next 25 years Greg has been as solid as a rock. He guided me through the market crashes. He helped me find my way to the right balance of my portfolio. He has been patient, kind, knowledgeable, and has a wonderful sense of humour. He paid a visit to my house recently to talk to my 13 year old grandson who is itching to start investing his job money. Greg patiently listened, and then answered his questions with good explanations and suggestions. After he left, my grandson said to me, "Granny, Mr. Harvey really knows his stuff! He didn't make me feel stupid, and he talked right to me so I could understand. He's a really nice guy!" I couldn't have said it better.