*INSTRUCTIONS*: Include your contact information and dealer name at the bottom of the email. See more HTML email instructions here. Dear <CLIENT WITHOUT A COMPLETED LIVING PLAN>,
At IG Wealth Management, we believe Canadians deserve more than just investment advice. Our complete financial plans include investments, tax strategies, retirement, estate planning, mortgages, insurance – and we call it the IG Living Plan.
I work with clients every day, to ensure things like tax efficient strategies and risk management are integrated into their IG Living Plans, and I’m here to help you as well. |