Your IG Wealth Management Consultant will help to determine which investment option is right for you. We offer a complete set of portfolio solutions. These portfolios were created to allow investors to accomplish a variety of investment outcomes, from income to growth or a mix of both. IG Wealth Management offers a diverse group of mutual funds covering different industry sectors. Our breadth and depth ensure our clients have access to the right mix of fixed income, balanced, and Canadian, U.
Connect with an IG advisor who will complete a sophisticated and in-depth investment planning interview to understand your personal goals, time horizon, and comfort level with risk and volatility. IG offers a range of brokerage and managed investment solutions providing investors maximum financial planning flexibility.
Guaranteed Investment products can help compliment an investor portfolio, whether you are looking for short-term solutions, a safe haven in times of market volatility or saving for a specific goal. We have the products to meet these specific needs. GICs offer a secure option for those looking for a fixed rate of interest for a specific term.
Both principal and interest payments are guaranteed for the full term of the investment ranging from 1 to 5 years. Protect your financial future. Our active asset management approach provides clients with exclusive access to leading edge investment solutions typically not offered to individual investors.
We offer a range of brokerage investment solutions in both Canadian and U. Investors Group Securities Inc. Azure Managed Investments offer discretionary portfolio management through a portfolio of actively managed individual securities. IG Wealth Management offers a variety of investment options to provide equity exposure within Canadian, U.
Creative Planning has advisors in nearly every major metropolitan area, serving clients in all 50 states. Speak with someone today. Creative Planning has the expertise and flexibility to help a wide range of clients in order to provide the best possible advisory services.
In an effort to stave off the financial impact of the COVID coronavirus for individuals and businesses, the government has unleashed an unprecedented array of stimulus programs, tax law changes, and other incentives to help stimulate Colleen E. Our Locations. Our Team. Top
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He lives in Baltimore with his wife Cristal and their dog Arya. Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. Outside of work, Bobby is an avid concertgoer and enjoys spending time with family and friends.
He has also served as an ambassador for the Juvenile Diabetes Research Foundation. Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading.
He and his wife Lauren are passionate about fitness and, along with daughter Maisie, enjoy staying active as a family. Brian has almost 20 years of experience in the financial services industry, focusing on retirement planning, investments and insurance protection for individuals of all asset levels. He also has a special interest in assisting individuals who work in the public sector. A passionate educator, Brian enjoys sharing his in-depth knowledge through TV appearances, public speaking and articles published in industry publications.
He is also actively involved with the Financial Planning Association of Maryland. Brian lives in Odenton, MD with his wife Merin and their two daughters. For fun he enjoys spending time with family, playing tennis and reading. Peter joined the financial services industry following a successful career in sales, applying this experience to provide a high level of customer service to his clients. His focus is on guiding individuals through retirement by managing their cash flow, retirement lifestyle choices, charitable giving goals and estate planning objectives, ultimately working to anticipate risks and simplify their financial life.
Peter has enjoyed being involved with many Annapolis organizations like St. He and his wife Molly are empty nesters, with one of their many accomplishments being that they put their sons through college without student loan debt due to prudent planning. He develops and implements planning strategies that manage short-term needs and long-term goals, often creating plans that can serve multiple generations.
He is also a strong supporter of Ducks Unlimited. Jonathan lives in Howard County with his wife and 2 children. Zander joined the financial services industry as an intern and continued to pursue the profession upon receiving a degree in finance in He has proven to have a flair for researching and monitoring investment opportunities, preparing client reviews and designing plans for prospective and existing clients. In his free time, Zander enjoys digital painting and cooking.
He lives in Columbia, MD. He appreciates the complexities involved with helping clients from a variety of backgrounds, each with their own unique needs and circumstances. For fun, Alex enjoys biking, snowboarding and taking in shows on Broadway. Daniel began his career in financial services through an internship that developed into a permanent position within the organization. His focus has been in international equities and alternative investments, which gives him a specialized perspective when creating investment proposals, researching possible investment opportunities and analyzing new and current investment strategies.
Heather has a strong educational foundation that allows her to provide comprehensive support for the investment planning process. She has experience designing investment proposals, analyzing possible investment opportunities and reviewing new and current investment strategies. Heather enjoys being active, competing in triathlons and coaching fastpitch softball. He thoroughly researches and monitors investments to help prepare client investment reviews and design investment proposals for clients.
Lindsey has worked exclusively in the retirement plan industry for the duration of her career and brings over a decade of experience to her role. As a Qualified k Plan Administrator, she is able to provide comprehensive support to the retirement plan consulting team. For fun, she likes to read and spend time with family. Kathleen has more than 20 years of experience in the financial services industry, supporting both institutional and individual clients. During this time she developed strong client service skills and gained useful knowledge of wealth management, which helps her assist advisors with client-related projects and provide excellent service.
She resides in Carroll County with her son Casey and dog Ava. Malinda began her career in the financial services industry through an internship and has since advanced to the role of Client Service Associate. She is focused on providing outstanding service to current and potential clients, as well as assisting advisors with a variety of tasks. She lives in Towson with her husband Bill and their two children. Laura brings more than 15 years of banking industry experience to her role, as well as knowledge of the insurance industry.
Her attention to detail and strong communication skills serve her well in assisting advisors with client paperwork, plan reviews and changes to plans. She has two children and one grandchild. She enjoys travel, especially trips to Disney World. Maria plays a critical role in ensuring the day-to-day operations of the office run smoothly. She works closely with the client services team and assists with marketing efforts for the office.
Her background includes time in the events and banking industries, as well as time spent caring for her three children. She is also the first point of contact for clients who visit the office or inquire via telephone, ensuring that each individual receives a warm welcome and great customer service. In her free time, Tara enjoys playing slowpitch softball. She lives in Woodlawn, MD. By entering, you certify that you are a resident of one of these states.
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