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Vikash Jain @ IG Wealth Management logo
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Vikash Jain @ IG Wealth Management

17310 Yonge Street, Newmarket, ON, Canada

(5)

Get a free quote from this professional

2 day response time

Get a free quote from this professional

‘20 Certificate of Excellence, 2020

About

Facing a major financial decision? Want to achieve your financial dreams? With over 22 years' experience in finance, I provide clients with honest advice and great service (see my reviews). Let's chat.
I can help you with:
- Financial Planning to minimize your taxes and achieve your goals

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2 hires on Bark
2 day response time

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Reviews (5)

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5/5

5 customer reviews

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14 May 2021

Financial Advisors

Vikash is very knowledgeable and is a great resource to have when planning for our future selves.

30 September 2020

I would highly recommend Vikash highly as a financial advisor and mentor. Financial planning and managing my investments are things that do not come naturally to me. I have had a number of financial advisors in the past, and had struggled with putting a good financial plan in place with them. I never realized but what I was missing was someone like Vikash who brings a wealth of financial understanding and real world experience as a fund manager, something that your typical financial advisor focused on products and value of your portfolio does not. He understands how markets work, how to manage your money and investments to best advantage, and most importantly how to put it all together with clear recommendations on how to achieve your financial goals. He is passionate about his work, loves his work and this shows in the financial insights he brings to the table that really get you to see things in a new light. Vikash goes out of his way to answer financial questions and has become my financial mentor through this journey. After a few months with Vikash as my financial advisor, not only have a learned a tremendous amount in a short time, but for the first time in my life have a detailed financial plan place that will take me to retirement and beyond. Thank you Vikash for the breadth and wealth of financial experience you bring to the table, for your patience in answering all my questions, and for going out of your way to coach and advise. You not only figured out what I was struggling with in terms of financial planning, but you turned things around for me so that personal financial planning has gone from something I ignored or was frustrated with, to something for which I am slowing growing a love and becoming an active participant! I am truly blessed to have you in my life as a financial advisor. More...

11 August 2020

When it came time to update and re-organize my portfolio, I felt like I truly benefited from Vikash's expertise, insight and diligence. The financial world is very alien to me but working with Vikash allowed me to see the bigger picture, which lead to more informed decisions on contributing to my rrsps, where to allocate funds and benefiting from a nice hefty tax return to boot. I appreciate the time and care he takes with his clientele. He is someone who works with you in establishing and realizing your financial goals. I would highly recommend him to family, friends and anyone looking for a financial advisor. More...

10 August 2020

Vikash has been a great supporter and financial mentor for me. He has provided best-in-class advices in both investment and insurance goals. He is one of the best representatives that IG could have. He is calm and positive in any situation.

I am confident that with his help I can build a prosperous future for myself and my family. So far, I have recommended Vikash's financial services to my friends and family as well.
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5 August 2020

IG Wealth Management was recommended to me by a trusted friend and from there I met Vikash Jain in October of 2019. I noticed immediately that he was easy to talk to, warm and kind. He took the time to get to know me personally and professionally. I didn't shy away from the fact that I had very little knowledge of the financial world and that I would need a lot of simple language to understand. He is always able to explain things at my level, often using humour combined with real life examples to help me understand. If I still didn't understand, he'd try to find another way to explain. This was also noted in his monthly email titled "Three Things I Learned..." which combined humour with investment knowledge and current trends. His interest in his clients go beyond the first few meetings. If I have a question he responds immediately, along with check-ins about every 6 months to see how I'm doing and go over my financial goals.
Even though I probably still can't have an in depth conversation about the financial world (haha), I understand what I've invested in and am confident about my short and long term financial goals.


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Q&As

I love meeting people, learning about their lives and ambitions, and helping them find ways to achieve their dreams.

I enjoy the independence of my own financial advisory practice while having the support and resources of one of Canada's largest financial services firms at my back.

I have over 20 years of experience in financial services. I always put my clients' interests first. I have a team of experts on tax planning, estate planning, insurance and more to help me provide my clients with the best advice.

Services

- Financial Planning
- Portfolio Investments
- Tax and Estate Planning
- Corporate Tax Planning
- Mortgages
- Life and Health Insurance