Step 1
Strategy Meeting
30-minute meeting to get to know each other
The goal of this meeting is to get to know you better and understand your specific needs to determine if we are the right fit for you.
If our services align with what you're looking for and we can assist you effectively, we'll proceed to the next step.
Step 2
Discovery
60-90 minutes to genuinely understand your situation
The objective of this meeting is to gather detailed information about your unique situation. We want to understand your values, goals, and projects.
During this meeting, we will also analyze your financial situation and, if applicable, the status of your business.
Step 3
Financial Plan Delivery
60-90 minutes to present our analysis and results
The purpose of this meeting is to present your customized IG Living Plan along with a personalized investment program.
We will formulate recommendations and an action plan to help you achieve your goals.
Step 4
Execution & Ongoing Planning
Quarterly check-ins and 1-2 meetings per year or as needed
As life and family circumstances change, we will work with you to identify and address all relevant scenarios, adjusting your plan to reflect any changes in your situation.
Alexei Tchetchouline, IG Wealth Management
Email: [email protected]
Phone : (514) 803-2808
IG WEALTH MANAGEMENT
6500 Trans-Canada Highway, Suite 600,Pointe-Claire, QC H9R 0A5
Broker Representative
Investors Group Securities Inc.,Financial Planning Firm
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