IG Wealth Management - Curtis Dudley
1113 Jade Court, Thunder Bay, ON, Canada
1113 Jade Court, Thunder Bay, ON, Canada
I'm on occasion asked why I chose a career as a financial planner. I've often said to many colleagues, it's not necessarily about the company you work for (IG is a great one), it's most importantly about the people (clients) you work with, and helping them achieve their financial goals.
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What do you love most about your job?
The best part of what I do is helping individuals and families achieve their financial goals. We all invest money to make money, but its the goals behind why we invest that are the key towards reaching those achievements. Whether its buying a vehicle, a new home, or passing the family cottage to children. We all have financial goals, and working with a comprehensive certified financial planner helps you get there.
What inspired you to start your own business?
My family has run their own businesses for years and I felt that I could offer more to people by running my own financial practice versus a 9 to 5 job.
Why should our clients choose you?
I strive to provide written comprehensive financial plans that assist my clients towards achieving their financial goals while addresses any financial concerns they might have while getting there. Whether its reducing taxes, saving for home, finding out where the money will come from for retirement, leaving a legacy to your family, etc.
Can you provide your services online or remotely? If so, please add details.
I work online and remotely, via Microsoft Teams platform
What changes have you made to keep your customers safe from Covid-19?
Moving temporarily from in person meetings to virtual meetings allows clients to still receiving the planning they deserve while keeping everyone safe.
Financial Planning
Comprehensive financial planning that includes a written plan design to achieve my clients financial goals. Whether its buying a new home, a new vehicle, going on vacation, or passing the family cottage to your children. A full financial plan covers all aspects of investment, risk management, estate, tax, cash flow and retirement planning.
