Audrey Veltri- IG Wealth Management

About

We partner with our clients to achieve financial well-being and deliver the confidence to enjoy today, secure tomorrow and own the future. We approach advice and offer solutions that align with personal goals, protect against the unexpected, and acknowledge the realities of evolving personal and professional lives.

Who we Serve:

1. Disability Supports. We provide guidance to families supporting dependents with a disability and family stewards to ensure access to all financial programs and to implement strategies to protect future government supports through periods of transition and at all life stages. Creating solutions that transcend generations, so families can secure a comfortable, safe and healthy future for the whole family.

2. Women in Transition. We deliver unparalleled expertise in solving the unique challenges faced by women. We walk with you as you navigate the next phase of your life with confidence and conviction. Partnering with us delivers you a comprehensive wealth plan that empowers you, discovers new opportunities and taps into your personal and professional growth.

3. Thriving Retirees. Leverage the power of dynamic portfolio design and sophisticated planning to ensure a seamless, successful transition to retirement. We provide our clients the stability of a tax efficient income and the
financial strength to achieve their post-working goals, while accepting minimal risk and securing long-term
outlook. You've worked hard, now go enjoy it!

A little more,
Audrey has a passion for delivering financial confidence and fosters this through education and leadership. She was the recipient of The Calgary Learns Facilitator of the year Award in 2002 and has been recognized for her dedication to wealth planning, earning the Pillar Platinum award in 2017, 2018 and Pillar awards in 2019 and 2020. In recognition for her commencement to advocacy and inclusion she was awarded the Everyone Belongs award in 2019.

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