IG Wealth Management - Michael Lubanovic - Brantford, Ontario

IG Wealth Management - Michael Lubanovic

IG Wealth Management - Michael Lubanovic est une entreprise située au 260 Lynden Rd Suite 1, Brantford, ON N3R 7K1, Canada. Ils sont spécialisés dans le conseil financier et sont facilement accessibles en fauteuil roulant.

Téléphone: 9059204411

Site web: ig.ca

Depuis longtemps, Michael Lubanovic et son équipe de IG Wealth Management offrent des services de conseil financier de qualité à leurs clients. Ils comprennent que le choix d'un conseiller financier est crucial pour la réalisation de vos objectifs financiers à long terme.

Michael Lubanovic est reconnu pour sa capacité à expliquer clairement les options d'investissement de ses clients, leur permettant de prendre des décisions éclairées. Il maintient ses clients informés de l'état de leur portefeuille et sa connaissance approfondie des tendances du marché les rend bien équipés pour prendre des décisions confiantes concernant leurs finances.

Les avis de leurs clients reflètent leur satisfaction envers les services de IG Wealth Management - Michael Lubanovic. Avec une note globale de 5/5 sur Google, cela témoigne de leur engagement envers le bien-être financier de leurs clients.

Sécurité et Confidentialité

IG Wealth Management est en conformité avec les lois et les réglementations en matière de confidentialité et de protection des renseignements personnels. Ils s'assurent que les informations fournies par les clients sont sécurisées et protégées.

Services offerts

• Conseil en investissement
• Gestion de portefeuille
• Planification financière
• Assurance et prévoyance

IG Wealth Management offre une gamme complète de services financiers pour répondre aux besoins uniques de chaque client.

Contact

Pour toute question ou préoccupation, n'hésitez pas à les contacter par téléphone au 9059204411 ou via leur site web ig.ca.

Recommandations

Si vous êtes à la recherche d'un conseiller financier expérimenté et transparent, IG Wealth Management - Michael Lubanovic est une excellente option à considérer. Avec leur approche personnelle et leur engagement envers la réussite financière de leurs clients, ils méritent vraiment d'être votre partenaire financier.

Adresse: 260 Lynden Rd Suite 1, Brantford, ON N3R 7K1, Canada.
Téléphone: 9059204411
Site web: ig.ca

👍 Avis de IG Wealth Management - Michael Lubanovic

John H.

5/5

Michael is easy to talk to about what can be a complex matter. He clearly explains our options so that we may make informed choices for our investments. He keeps us up to date on what is going on with our portfolio and his knowledge of current events and market trends and how they may affect our finances equip us with the ability to make confident decisions. Michael is a pleasure to deal with and we would highly recommend him.

Rob M.

5/5

We've been working with Michael for some time now, and we couldn’t be more pleased. What stands out most is his honesty and genuine commitment to helping us make informed decisions about our finances. He’s always approachable and easy to reach—whether it's a quick question or a deeper discussion about our long-term plans, he’s ready and willing to talk things through. We feel confident and supported knowing he’s looking out for our best interests. Highly recommended.
Rob & Gina

Dana L.

5/5

I have worked with Michael for over 5 years now. He has always been trustworthy, honest and professional. He takes the time to understand my financial goals, explain my options and makes recommendations using his knowledge that are in my best interest.

Gurdeep G.

5/5

My experience with Michael has been nothing short of fantastic. I was with a bank before for many years, and I would only hear from them when a GIC matured. In my time with Michael, it has been a very different experience! He has contacted me multiple times to suggest altering strategies on my investments, such as my TFSA, to help navigate choppy waters or better yet, to have them grow faster! My older son is a year away from university and Michael has helped his RESP not only grow incredibly well, but he also suggested ways to protect some of it in today’s economic climate so that he can have as much as possible for his tuition. I like quarterly updates and Michael has ALWAYS made time to show how my RESPs, RRSP, and TFSA are doing, and this is very reassuring to be able to see how my money is doing. He also helped me choose the right life insurance plan and was incredibly patient with me. I am grateful to have crossed paths with Michael, having that sense of relief that I have a sound retirement plan and both my kids have a big head start for university. I highly recommend him for you and your family and friends.

Tracy G.

5/5

Michael is very educated, extremely sensible as well as personable. His knowledge and expertise were invaluable to me when trying to navigate my husband‘s estate. Michael exceeded my expectations! He listens, understands your needs & goals and suggest a very clear and well thought out Portfolio. He is decent, honest, straightforward, caring, and committed to doing his best for all his clients! I highly recommend Michael for your financial needs!

Linda M.

5/5

We have always found Michael to be professional, informative and personable. He has given us sound advise for our financial portfolio with our long and short term goals. He always listens to our concerns, and responds to us ASAP with the answers to any questions we have.
We highly recommend Michael to anyone who is looking for a financial advisor.

Lara S.

5/5

I can't recommend Mike enough! He takes the time to listen and created a customized plan that fits my goals. His expertise and personalized approach ensure that you are set up not only for retirement but whatever life throws at you.

Ivana M.

5/5

Michael is awesome to work with - he’s knowledgeable, responsive, and reliable!