Andrew Sangiovanni - IG Wealth Management
Multiple locations
Multiple locations
Financial Securities Advisor, Mutual Funds Representative - Investors Group Financial Services Inc. Financial Services Firm - Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life.
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What do you love most about your job?
The ability to help others in important aspects of their life that often get over looked due to it being overwhleming.
What inspired you to start your own business?
Working in the banking industry for close to 10 years made me realize how there is a need for personlized financial planning, being able to provide multiple aspects of proper planning that is build for each individuals situation was something I valued more and more as my time in the banking industry went on.
Why should our clients choose you?
Being there to provide support, work your plan at your pace & provide informative advice to ensure you understand what is going on with your money.
Can you provide your services online or remotely? If so, please add details.
I am able to offer online services through video calls as well as vists in our multiple locations in the greater montreal area as well as house visits.
What changes have you made to keep your customers safe from Covid-19?
Being flexible to offer social distancing procedures & offer the ability to do everything from our first call to signing all digitally.
Investment Planning
We are committed to engaging, high-quality global asset managers from all over the world and making them available for our clients to confidently pursue their goals and meet their financial objectives.
Retirement Planning
During your working years, you generally have clarity on your monthly income because it is automated and predictable. The process of planning for retirement income is different because it is not what you are used to. And that can cause feelings of uncertainty. That’s why working with me is a great way to build confidence that your plans for today will help you meet your goals for tomorrow.
Insurance
- I'll get you the right combination & amount of coverage for your lifestyle, with products from major Canadian insurers at highly competitive prices.
- I monitor your coverage as your life evolves, to make sure your protection complements your lifestyle so that you’re always receiving the absolute best value from us.
Estate & Tax Planning
- An estate plan needs to align with your whole financial picture so that your assets aren’t distributed in a manner you didn’t anticipate when you pass away.
- Get expert advice on tax planning strategies to maximize deductions and credits and minimize taxes.
