Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have had a financial working relationship with Kate and Amanda for many years. They have always been available, helpful, respectful and imparted confidence with their skills and talents. As investors, as powers of attorney and as executor, they have been responsive and helpful to our many questions, needs and any assistance required. They meet with us via Teams, they travel to our home (out of town) and return phone calls and emails promptly. We have appreciated all they have done for us over the years.
I am very pleased with the services provided by Amanda and Kate in regard to my investments. I have complete confidence in their ability to invest my portfolio to the fullest advantage. I appreciate the extra time taken to consult with me and explain where my money is invested.
I wish to extend my heartfelt thanks to my financial advisor Amanda Dumitru and her team who has been one of my advisors since early 2018 from IG Wealth Management, in Victoria BC. Amanda has walked me through the ups and downs of the roller coaster financial markets these past years and has helped me with stalwart advice to navigate the markets. She has been there whenever I needed to speak with her and she explained the movements in the markets in a manner that helped me make wise decisions which have paid off in the medium term for me.
We have been clients of IG Wealth Management since 1988. Being members of the military, we had several IG Advisors in different provinces whenever we moved. Each Advisor was always looking out for us and how to improve our portfolio, suggesting different investment strategies and diversifying our investments, as well as calming us during the "tech bubble" in the 90's and the financial crisis of 2007-08. They were the voice of reason and reminded us of the long-term plans that we came up with. We finally decided to stay put in Victoria, BC and contacted Kate Flanagan and asked her to be our Advisor. With our first meeting, we knew we had a person who was looking out for us. Knowledgeable, professional and always ensuring we are conforming to everchanging IG policies. With meetings once or twice a year to keep in touch with our life plans and to review our portfolio, all we have seen is our investments steadily growing and ensuring we are set up when we finally retire. With Amanda Dumitru on board, we know we will be taken care of.
Kate has provided my mother with professional service that is suited to her needs, and with mom's best interest at heart. Kate and her team have been a tremendous help in a transition period where Power of Attorney and subsequently Executor duties must be carried out, again always thinking first of mom's needs. I highly recommend Kate as a Financial Advisor.
There are 3 key qualities that your Financial Consultant should have: you should like the person you’re dealing with, have trust with this person, and feel confident that they know the business and can enrich your financial portfolio. Kate fulfills all of these traits; I am happy to recommend her.
What has particularly impressed us has been her sincere interest in a particular family problem that will have financial implications for us in the future. We have a sense that Kate is treating our needs as if we were her own parents; a welcome quality in today’s financial world.
This process of investing and subsequently drawing our ‘retirement pay cheque’ that we have gone through with you for over 20 years has turned out better than I ever thought (and I had high expectations).