Meet your IG Wealth Management team.
At IG Wealth Management, we know that today, good financial advice is more important than ever. I take a long-term approach to planning. I believe that with a detailed plan, reviewed and
updated regularly, you will have
the financial resources to realize your goals and stay on track. I believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
As an IG Wealth Management client, you will be supported by
the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada.
We all work to help ensure your financial plan meets your needs in both the short and long term. Whatever your short or long-term financial goals. I will work with you to develop a plan to help get you there.
PRODUCTS AND PLANS
• Mutual funds
• Registered retirement savings plans (RRSPs)
• Tax-free savings accounts (TFSAs)
• Registered retirement income funds (RRIFs)
• Life income funds (LIF)
• Locked-in retirement accounts (LIRAs)
• Locked-in retirement income funds (LRIFs)
• Registered education savings plans (RESPs)
• Registered disability savings plans (RDSPs)
• Annuities
• Charitable Giving Program
• Guaranteed investment certificates (GICs)
• Guaranteed investment funds (GIFs)
• Individual pension plans
• Lifetime income benefit
• Managed asset program (iProfile)
• Portfolio funds
• Tax-advantaged funds (Corporate Class)
• Brokerage products such as stocks and bonds
About IG Wealth Management
For over 90 years, we have believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.
Whatever your plans, our personalized approach to financial planning can help make them a reality. Let us help you provide for the people you care about.
• A Canadian pioneer in financial services since 1926
• Serve approximately one million Canadians
• Offices from coast to coast
• A member of the Power Financial Corporation group of companies
• Investors Group Inc. is a wholly owned subsidiary of IGM Financial Inc., one of the country’s largest managers and distributors of mutual funds and other managed asset products with approximately $160 billion in total assets under management.
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Troy Hale IG Intro Card
1. Meet your
IG Wealth
Management
team
Troy Hale B.Mgt, CFP , PFP
FINANCIAL CONSULTANT
Investors Group Financial Services Inc.
Tel: (403) 527-9927
Troy.Hale@ig.ca
1324 SOUTHVIEW DRIVE SE
MEDICINE HAT AB T1B 4E7
facebook.com/troyahale
linkedin.com/in/troyhale
www.twitter.com/igwealthmgmt
advisor.investorsgroup.com/en/Troy_Hale
2. Your IG Wealth Management team
Troy Hale B.Mgt, CFP , PFP
Financial Consultant
At IG Wealth Management, we know that today, good financial advice is
more important than ever. I take a long-term approach to planning. I believe
that with a detailed plan, reviewed and updated regularly, you will have
the financial resources to realize your goals and stay on track. I believe that
building long-term relationships with clients is the best way to help you and
your family to explore the financial options that are best for you at each stage
of your life.
As an IG Wealth Management client, you will be supported by the
experience, resources and superior products that have helped make us one
of the largest and most respected financial services companies in Canada.
We all work to help ensure your financial plan meets your needs in both the
short and long term. Whatever your short or long-term financial goals. I will
work with you to develop a plan to help get you there.
3. Specialist support
We work with a team of professionals who specialize in areas such as tax and
estate planning, securities, insurance, mortgages and more, to ensure our
personalized approach addresses all of your financial concerns.
Colin Innes
Insurance and Estate Planning Specialist
I.G. Insurance Services Inc.
Sheldon Simoes
Mortgage Planning Specialist
I.G. Investment Management Ltd.
Jamie Berard
Wealth Planning Specialist
I.G. Investment Management Ltd.
Complete financial services
for individuals and corporations.
INCOME PROTECTION
• Life insurance
• Accident/
sickness
• Critical illness
• Long-term care
• Health and
dental
LENDING
• Mortgages
• Loans
• Lines of credit
SHORT-TERM
• Money market
funds
• Chequing
• Savings
• Credit cards
GROUP PRODUCTS
• Insurance
• RRSP
• TFSA
• Group
Pension Plans
• Voluntary
retirement
savings plans
(VRSP)
PRODUCTS AND PLANS
• Mutual funds
• Registered retirement savings plans (RRSPs)
• Tax-free savings accounts (TFSAs)
• Registered retirement income funds (RRIFs)
• Life income funds (LIF)
• Locked-in retirement accounts (LIRAs)
• Locked-in retirement income funds (LRIFs)
• Registered education savings plans (RESPs)
• Registered disability savings plans (RDSPs)
• Annuities
• Charitable Giving Program
• Guaranteed investment certificates (GICs)
• Guaranteed investment funds (GIFs)
• Individual pension plans
• Lifetime income benefit
• Managed asset program (iProfile)
• Portfolio funds
• Tax-advantaged funds (Corporate Class)
• Brokerage products such as stocks and bonds1
1Brokerage offered through Investors Group Securities Inc. (in Québec, a firm in financial planning)