Troy Hale - IG Wealth Management - Medicine Hat, Alberta

Troy Hale est un planificateur financier et conseiller financier expérimenté affilié à IG Wealth Management, situé à Medicine Hat, en Alberta, Canada. Avec une expertise dans les domaines de l'assurance-revenu, du conseil en investissement, de l'assurance-vie et de l'hypothécaire, M. Hale aide ses clients à atteindre leurs objectifs financiers à travers des services personnalisés et une approche empathique. Ses spécialités incluent également le planning financier, le conseil financier et l'agence d'assurance-revenu.

À propos de l'entreprise, IG Wealth Management est l'un des plus importants gestionnaires de portefeuille indépendants du Canada, proposant une gamme complète de services financiers pour répondre aux besoins des clients à tous les stades de la vie. Avec des services sur place, une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant et des places assises accessibles en fauteuil roulant, l'établissement est dédié à assurer le bien-être et la commodité de ses clients.

Parmi les autres aménagements inclus, on trouve des toilettes accessibles en fauteuil roulant, des toilettes non générées et un environnement sûr pour les personnes transgenres. Les rendez-vous en ligne sont également proposés pour la commodité des clients. Ce qui est encore plus intéressant, la entreprise est reconnue pour être LGBTQ+ friendly et offre un espace sûr pour les personnes transgenres.

Les avis laissés sur Google My Business démontrent que IG Wealth Management et Troy Hale sont hautement recommandés. En effet, l'entreprise a reçu 16 avis avec une moyenne de 5/5. Les témoignages mettent en évidence la combinaison réussie de professionnalisme, de connaissances approfondies et d'une approche accessible et facile à comprendre de la part de M. Hale. Cela permet aux clients de se sentir confiants et à l'aise avec la transition de leurs portefeuilles.

👍 Avis de Troy Hale - IG Wealth Management

Craig

5/5

Working with Troy has been a very positive experience as he mixes professionalism and thorough knowledge with a down to earth and easy to understand approach. These factors make me feel very confident in moving my portfolio to Troy with IG Wealth.

Alanna S. -. R. I.

5/5

We have been long time clients of IG Wealth Management. We highly recommend their services to anyone who is seeking financial advice. Thank you Troy Hale, for our meeting today. We can rest easy knowing that IG Wealth Management is looking out for our best interest as we settle into the retirement phase of life.

Bradley H.

5/5

Troy has helped me over the past number of years. I have always been able to trust him with giving me the best financial advice. He has helped me create a financial plan to achieve my goals. My investments have been managed by Troy for many years now and I have always been happy with his financial planning. The process for getting my mortgage through IG was very smooth and painless. Troy also educated me about insurance and found the right fit for my needs.

George M. M.

5/5

The meeting with my advisor was excellent. He was knowledgeable and friendly. He provided good expert advice .

Glenn H.

5/5

Excellent knowledge and communication skills by Troy Our meeting was a very enlightening and pleasurable experience

Jolina H.

5/5

Troy is very friendly and a pleasure to deal with! He is always happy to share his expertise and throuroughly explore and explain all our options in a way we can understand. He is very flexible and accommodating to our schedule, even often meeting us outside of business hours. I would highly recommend his services!

Vibhu S.

5/5

I reached out to Troy for some financial planning advice. I am based in the US so he knew he wouldn't be getting any business from me. Still, he called me back and spent a good amount of time talking. In the process, I received very valuable information and actionable steps. Just what I was looking for. If you are searching for a financial planner, I would definitely recommend talking to Troy.

Heather H.

5/5

Excellent meeting. Clear expectations were helpful.