Scott Skjei: IG Wealth Management
107-101 Broadway Boulevard, Sherwood Park, AB T8H 2A8, Canada
107-101 Broadway Boulevard, Sherwood Park, AB T8H 2A8, Canada
We are a multi-generational team working to make the world a better place through values-based financial planning, responsible investing, and charitable giving. We believe you should have a plan and process, not just a collection of products someone has called a portfolio. Let's chat and see if we are the right fit for you and your goals.
Be the first to leave a review for Scott Skjei: IG Wealth Management.
What do you love most about your job?
As a part of a team, I help make the world a better place via good financial planning and charitable giving. Individually, I help people with their anxiety around tax and estate planning so my partners can build the rest of the plan on a foundation of tax efficiency. While this likely sounds dull to most people, watching my clients experience a sense of relief is the best part of my day.
What inspired you to start your own business?
I spent my early career working on nerdy math problems that virtually nobody cared about. When I understood that I could use my nerd-superpowers for good, the switch was easy to make.
Why should our clients choose you?
Finding a stockbroker or an insurance agent for "one and done" transactions is easy, and inexpensive options are readily available online. Alas, the typical result is a collection of products that were purchased in isolation, instead of an integrated set of solutions. (Imagine going to an auto parts store and buying individual parts to build your own car. . .) It is also easy to find someone who will build you a 50-page plan full of numbers and tables and enough financial jargon to make your head spin.
We don't do either of these things. We don't run a transactional business, and we don't overwhelm you with a financial plan only another financial planner could understand. We believe financial planning is a collaborative process, and when we make suggestions we do so in plain English.
Can you provide your services online or remotely? If so, please add details.
We can provide all our services remotely. We can do meetings via MS Teams, Zoom, or via the phone, and all of our "paperwork" is handled digitally via DocuSign.
What changes have you made to keep your customers safe from Covid-19?
First, we can do everything remotely. For in-person meetings, it is our policy to disclose our vaccination status (all of our team members are fully vaccinated) and ask those with whom we are meeting to disclose their status. For those who don't wish to do so, we will move to remote meetings.
Financial Planning
We do comprehensive financial planning to help you reach your retirement and legacy goals. We build plans that integrate investment, risk management, retirement income, tax efficiency, and legacy goals.
