IG Wealth Management - NAVITESH VIRDI, CFA - Richmond Hill, Ontario

Shobhit

Navitesh truly cares about her clients and takes the time to understand their financial goals. Her presentation on the clear, step-by-step approach showed that the process is detailed yet easy to follow, and is most importantly, client focused. She also brings access to her knowledgeable team, so one way or another, you will find answers to your questions. Would definitely recommend her service if you want someone who treats you like a person and not a source of income.

Arshnoor P.

Navitesh is someone who truly leads with care and integrity. She consistently puts others first and has a genuine willingness to support those around her. Her dedication and thoughtful approach make her well-suited to guide others through their financial goals. Anyone looking for a financial advisor who is both compassionate and dependable would be in great hands with her.

Pamela J.

It was a valuable opportunity to attend and gain insights from Navitesh's presentation on financial planning. Her expertise was evident in her ability to deliver a concise and effective demonstration of the services they offer for developing well-structured financial plans.

Shubhdeep A.

Navitesh is a passionate and highly qualified financial advisor. She is extremely knowledgeable, trustworthy, and truly cares about her clients' financial well-being. Highly recommend!

santusht A.

My experience having Navitesh as my financial planner has been amazing and accelerated my growth very much.

When I first started earning, it was very confusing to understand how to manage my money - “How much should I save? When do I start investing? How do I use my savings when I need to without disrupting my long term plans?” were just some of the many questions that were causing a ton of pressure around my finances and I was stuck in a cycle where some months I would spend without stressing too much and not meet my savings goal, and some where i would save enough but feel like I had to really squeeze my hand for the rest of the month and control my spending more than healthy.

I met Navitesh at a networking event and immediately she understood and recognized my challenges, and offered very detailed, insightful and personalized advice from day 0.

She explained all my options to me and was very patient as I asked her alot of questions to understand them. She took the time to ensure that I knew where my money was going and how my finances are being planned. She also explained all the tax implications of my financial decisions to me which just made it more transparent and helpful for me.

Right now I feel more financially secure and confident than ever before, and I definitely have Navitesh to thank for that!

Priscilla R.

Navitesh was truly outstanding. Her content met the attendees' expectations for their financial goals. We were very engaged as it was informative, well-organized and enjoyable.

Harpinder B.

Well organized and professional presented !!