IG Wealth Management
Edmonton, AB
(1)
Edmonton, AB
(1)
Many people classify success as financial independence; being able to do the things they have always wanted to do. Success and financial independence will only be achieved with the help of the right professional team. Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life.
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1 customer review
Kevin
Financial Advisors
Working with Sheldon Pickering at IG has been a positive experience to date. We have only made preliminary financial plans however he has been very respectful responsive and ensured transparency.
What do you love most about your job?
I get the opportunity to help people from various backgrounds and walks of life. Whether its working with individuals, advising employers on their retirement plans or insurance coverage, I get to encounter a wide variety of needs and situations.
What inspired you to start your own business?
For the past number of years I have noticed fellow Canadians getting under serviced when it comes to their finances. Many institutions just want to administer investments and skip over the most important part: solid plans that when updated regularly, will weather any storm and give clients confidence in their future.
Why should our clients choose you?
No matter your short-term or long-term financial needs – planning for major expenditures, preparing for the unexpected (insurance and emergency funds), retirement planning, tax saving strategies, estate planning – my team and I will develop the perfect plan for your unique situation.
Can you provide your services online or remotely? If so, please add details.
Virtual meeting process through Microsoft Teams. Industry leading security and simplicity.
What changes have you made to keep your customers safe from Covid-19?
We have transitioned to Virtual meetings to keep our clients safe. For those who prefer in-person we take all necessary precautions with sanitization and masks.
Advanced Financial Planning
Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.
Estate Planning
Retirement Planning
Insurance Services
Group Insurance & Retirement Packages
Mortgages
