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Get more from your financial plan. |
*INSTRUCTIONS*: Include your contact information and dealer name at the bottom of the email. See more HTML email instructions here.
Dear [CLIENT WITH LIVING PLAN],
Far too many Canadians still don’t get the financial advice they need from where they do their banking.
At IG Wealth Management we know a real financial plan takes into account every aspect of your life, and includes investments, tax strategies, mortgage planning, estate planning, retirement and insurance.
If there’s anyone in your life (a friend, neighbour, colleague, family member) who you might feel could benefit learning more about the benefits of the IG Living Plan, I would love to have a quick conversation with them and see how I can help them out.
Right now is also a good time for us to connect and review your IG Living Plan, and make any adjustments to keep you on-track to meet your future goals.
You can call me or click on the link below to book a meeting to discuss further.
I’m looking forward to connecting with you soon.
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[Consultant Name]
IG Private Wealth Management
* Choose dealer: (Investors Group Financial Services Inc.) OR (Investors Group Securities Inc.) * Quebec-only options: (Investors Group Financial Services Inc., Financial Services Firm) OR (Investors Group Securities Inc. Firm in Financial Planning)
123-146 ABC Street, City, Province H1H 1H1 | 416.860.1668 | consultanturl.com |
YOUR PRIVACY IS IMPORTANT TO US.
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©Investors Group Inc. 2023 |
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