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IG Wealth Management - LUKE NELSON, CFP, RRC.
Toronto, ON · NAICS 523930
Phone: +14168601668Format verified (CA)
Website: ig.ca
Trust signals
- ✓ Online since 2000
- Format verified (CA)
IG Wealth Management offers personalized financial planning and investment solutions.
IG Wealth Management, led by Luke Nelson, CFP, RRC, provides tailored financial advisory services to help clients navigate their financial journeys. With a focus on building lifelong relationships, IG Advisors work closely with clients to create customized financial plans that adapt to life's changes. The firm specializes in various areas, including estate planning, tax optimization, and retirement strategies, ensuring clients achieve their financial goals. Celebrating over a century of service, IG Wealth Management combines human expertise with innovative digital solutions to deliver comprehensive wealth management.
Business stage
mature
Local competition
medium
Services & offerings
financial planning, investment management, estate planning, tax planning, insurance solutions, business advisory
Who they serve
IG Wealth Management primarily serves individuals and families seeking comprehensive financial advice.
Ideal customer
- Industry
- various
- Company size
- individuals and families
- Decision-maker role
- clients seeking financial advice
- Geography
- Canada
B2B vs B2C focus
B2B 30%B2C 70%
Demand pattern
steady demand year-round
Peak months
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Financial planning services are sought throughout the year, with peaks during tax season.
What sets them apart
- century-long experience
- personalized service
- integrated financial planning approach
Year founded
1926
Team size
51-200
NAICS
523930
Technology
Google AnalyticsFacebook PixelCloudflareUses Microsoft 365