IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario

Adresse: Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada.
Téléphone: 8076266527.
Site web: ig.ca
Spécialités: Conseiller financier, Income protection insurance agency, Compagnie d'assurance-vie.
Autres données d'intérêt: S'identifie comme géré par une femme, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, LGBTQ+ friendly, Safe place pour les transgenres, Parking gratuit.
Avis : Cette entreprise a 6 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de IG Wealth Management - Millie Gormely, CFP

IG Wealth Management - Millie Gormely, CFP Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada

⏰ Horaires d'ouverture de IG Wealth Management - Millie Gormely, CFP

  • Lundi: Fermé
  • Mardi: 10:00–19:00
  • Mercredi: 10:00–19:00
  • Jeudi: 10:00–19:00
  • Vendredi: Fermé
  • Samedi: Fermé
  • Dimanche: Fermé

IG Wealth Management - Millie Gormely, CFP

IG Wealth Management est une entreprise de conseillers financiers située à Thunder Bay, en Ontario, au Canada. Dirigée par Millie Gormely, CFP, l'agence propose une gamme complète de services de planification financière et d'assurance-vie.

Spécialités : Conseiller financier, Agence d'assurance protection des revenus, Compagnie d'assurance-vie

Les services offerts par IG Wealth Management incluent la planification des finances personnelles, la préparation de l'épargne pour la retraite, l'achat de produits d'assurance-vie et l'acheminement des revenus en cas d'incapacité. Millie Gormely et son équipe sont renommés pour leur approche personnalisée et leur compréhension approfondie des besoins financiers uniques de chaque client.

Adresse : Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada

Téléphone : 8076266527

Site web : ig.ca

L'agence IG Wealth Management est accessible à toutes les personnes, quel que soit leur handicap. Elle dispose d'une entrée et d'un parking accessible en fauteuil roulant. De plus, l'agence est une entreprise LGBTQ+ friendly et un lieu sûr pour les personnes transgenres. Le parking est également gratuit.

En tant qu'agence gérée par une femme, IG Wealth Management met un point d'honneur à offrir un environnement inclusif et respectueux à toutes les personnes qui la consultent. Avec une équipe de professionnels qualifiés et une approche orientée vers la durabilité financière à long terme, IG Wealth Management est l'endroit idéal pour toutes les personnes qui cherchent à améliorer leur situation financière.

Avis : Cette entreprise a 6 avis sur Google My Business.

Avis moyen : 5/5

👍 Avis de IG Wealth Management - Millie Gormely, CFP

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Nancy K.
5/5

I had the pleasure of meeting with Millie, and I can't say enough good things about her! From the very start, Millie made our conversations around financial planning feel approachable and empowering. She took the time to truly understand my goals, concerns, and priorities—and generously provided insights and recommendations tailored to my situation, including planning for both the present and retirement.

In just one conversation, her guidance proved to be truly invaluable. I left feeling confident about the steps I need to take to reach my financial goals. I also appreciated her thoughtful follow-up, which included personalized notes and helpful resources.

Millie's genuine care and expertise truly set her apart. It’s clear she’s passionate about helping her clients succeed, and I wouldn’t hesitate to recommend her to anyone looking for a knowledgeable and supportive financial planner. Thank you, Millie, for your guidance and for making what could feel like an overwhelming process so manageable!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Manuela D.
5/5

It's been a pleasure discussing financial planning with Millie! She makes financial conversations approachable and is effective in getting the right information to the forefront and offering feedback and strategic solutions for the best path forward. Highly recommend!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Dana B.
5/5

Working with Millie has been a dream. The only regret I have is not working with her sooner. I have never worked with a Certified Financial Planner before so I was a little nervous at the beginning but Millie has given me such peace of mind, confidence and less stress when it comes to my finances. She's highly educated and really takes the time to teach you and make sure you're fully understanding what is happening with your finances and investments. She's direct in her approach and never makes you feel like you have to do something just for the sake of doing it. She really does have your best interest when it comes to discussing your financial options and creating the plan that will work the best for you. I'm confident and happy with the plan we've set up for my own finances and with the work she does. I highly recommend Millie to any female who is looking for a Certified Financial Planner.

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Donald K.
5/5

I have been a client of Millie’s for many years now. I have always felt confident in Millie’s ability to ask me the right questions, to offer me very good advice and offer me products that best suit my financial goals.
As important to me is that I have always felt valued as a person and not just a dollar figure in our dealings.
It is not just Millie’s financial acumen that I value but also her warm and friendly personality.
You , as an investor, deserve to have Millie manage your investments.

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Sandra B.
5/5

Unsure of financial jargon? No financial plan? Tired of the JUDGEMENT of most in the financial field? Then MILLIE GORMELY is the financial planner for you. She is dedicated to WOMEN, especially those striving to build solid financial nets for their present and future. With Millie, no question is stupid (truly, not just a saying). I could NOT recommend her more! You will not be disappointed!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Erin S.
5/5

Working with Millie had been that added confidence booster I was looking for in managing my money and planning for the future. She took the time to get to know my goals and put me on a financial path that I feel really good about.

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