Loading...

Please wait ...

IG Wealth Management - Budhu & team logo
I

IG Wealth Management - Budhu & team

1 Robert Speck Parkway, Mississauga, ON, Canada

(1)

Get a free quote from this professional

3 hour response time

Get a free quote from this professional

About

My mission is to work mutually with clients to improve their lifestyle, specializing in retirement and estate planning. I accomplish this mission by offering holistic, comprehensive Investment, Insurance and Tax planning.

1 hire on Bark
3 hour response time

Photos (1)

See all

Videos (1)

See all

Reviews (1)

Leave a review
4/5

1 customer reviews

Loading...
Verified
4 October 2021

Financial Advisors

Syd is very personable and non- judgemental. 4.5 stars.

Q&As

I love helping people by giving them the confidence that them can live their life without the fear of running out of money!

The financial system is very broken in Canada and I wanted to help live with financial confidence

I prioritize their goals and dreams. I design personalize financial plans with the clients objectives and goals. We also review and track the plan on a yearly bases or when a life event happens. a life event is: Change a job, get married or divorce, have a child or passing away of a loved one.

Yes, we can run virtual meetings and/or meeting clients at a mutually convenient location

I am fully vaccinated and wear PPE if we have to meet in person

Services