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
- Pension Transfer Analysis: Understand your options.
- Estate Planning to maximize your estate value for your family
- Life and Critical Illness Insurance Needs Analysis
I look forward to chatting with you soon.
Vikash Jain, MSc, CFA
Investors Group Financial Services Inc.
5 customer reviews
Vikash is very knowledgeable and is a great resource to have when planning for our future selves.
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...
Yim Hung Kung
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...
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. More...
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.
check ins More...