Troy Hale - IG Wealth Management
1324 Southview Dr SE, Medicine Hat, AB T1B 4E7, Canada
(3)
1324 Southview Dr SE, Medicine Hat, AB T1B 4E7, Canada
(3)
Troy Hale helps Albertans achieve true financial well-being.
He is a Senior Financial Consultant at IG Wealth Management and a CERTIFIED FINANCIAL PLANNER professional. He resides in Medicine Hat, Alberta, where he was born and raised.
Troy helps Albertans 50+ ensure they outlast their money.
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3 customer reviews
Debbie Hook
I used to work with Troy when he worked at a bank. I’m so glad I stayed with him when he transitioned to his current firm. I trust him and I tell him that all the time. More...
Janae Hale
Working with Troy is stress-free. He answers questions I didn't know I had.
Any uneasiness about talking about money is put to rest every time we meet.
I look forward to talking to him because I always learn something about myself.
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Shelby Crapo
Troy is a great Financial Advisor. Professional and informative. We get all our questions answered and he is always generous with his time. Would definitely recommend.
What do you love most about your job?
I love the satisfaction of reducing clients' stress related to their finances.
What inspired you to start your own business?
I want to build relationships with clients in ways that I can help in the deepest ways possible.
Why should our clients choose you?
Clients should choose me because they will always receive prompt service. Every time we meet or speak, they will learn something new.
Can you provide your services online or remotely? If so, please add details.
Yes. All of our services are available in person or online and remotely to anyone in Alberta.
What changes have you made to keep your customers safe from Covid-19?
We have hand sanitzer available in all of our meeting rooms.
Investment Planning
Our investment approach is centered around one common goal: providing investment solutions focused on maximizing risk-adjusted returns over the long term, so our clients can confidently pursue their goals and a more secure financial future for their families.
Retirement Planning
Are you confident that your financial plan will meet your retirement goals? At IG Wealth Management we go beyond RRSPs to consider all your sources of income today, and forecast your monthly income in retirement. We will determine if you are on track to reach your retirement goals, and work with you to adjust your financial plan accordingly.
Estate Planning
We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.
Tax Planning
We can help you understand the implications of your investment decisions so you don’t pay any more tax than necessary.
Insurance Planning
Our full suite of life insurance and living benefits products can help protect your loved ones through all of life’s adventures.
Home Ownership
Our holistic approach to financial planning includes ensuring you have the right mortgage for your evolving needs. We offer competitive rates and flexible products that can help enhance your financial plan, reduce your debt faster and pay less interest over time.
