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There is so much more to financial planning
than just investments |
INSTRUCTIONS*: Include your contact information and dealer name at the bottom of the email. See more HTML email instructions here.
Dear [prospect],
Far too many Canadians don’t get the financial advice they need from where they do their banking. At IG Wealth Management, we believe Canadians deserve more from their financial plan.
We believe effective financial planning goes beyond simply growing investments. Our financial plans take into account every aspect of your financial life, and includes investments, tax strategies, mortgage planning, estate planning, retirement and insurance.
Take the opportunity right now to get a better idea of how financial planning works with the IG Living Plan Snapshot. After a few short questions, you’ll receive your financial well-being score and personalized recommendations. You can also learn more from the video below.
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Learn more about IG and the Living Plan Snapshot
through the video below |
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Take the next step and see what financial planning beyond investments looks like. Click on the link below to book a meeting where I’ll answer all your questions about IG’s comprehensive approach to financial planning.
Don’t rely on myths and misconceptions.
You deserve more from your financial plan. I hope we talk 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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