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 of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been IG clients working with Duane for over 15 years. We were introduced to Duane when our previous IG Consultant retired. This connection was partly a result of the fact that we had a common interest, which was salmon fishing. As a result we have not only gained an excellent Financial Consultant, but we have also had the benefit of Duane's incredible fishing knowledge (he is an expert fisherman).
We have really appreciated the convenience and comfort of having Duane visit us in our home for our regular financial updates, at least up until Covid arrived. Since Covid we have had excellent Zoom video link meetings that have been just as productive and satisfying as our face to face meetings. Just a couple of days ago I was reviewing my new online access to our accounts where I have found that we can see virtually everything to do with our accounts including all fees deducted. I sent Duane an email questioning what some of the expenses were. Within an hour I received a phone call from him, resulting in a full and satisfying explanation of my concerns. Recently we updated our wills with our lawyers. Duane was very informative and was able to answer the various questions that we had regarding the updates. We always feel a solid measure of comfort with our investment status after a discussion with Duane, especially in these wild financial times we are now experiencing.
So often when you invest your money in RRSPs, RESPs, TFSAs, etc., you wonder if you're making the right decisions at the right time of your life. Duane always explains everything clearly. He took the time to get to know what was important to us and what our investment comfort level was so that we could set up a plan for the future.
Janet Gee has been our Financial Consultant with IG since 2008 and we find her to be caring, competent and wonderful to work with. We have confidence in her ability to manage our investments and we trust her judgment. She is reliable, trustworthy and works very hard to keep on top of trends and how each of our funds are performing and suggest changes when necessary. She is very organized and communicates clearly before and after any investment decisions take place. We never feel pressured to make a move we are not comfortable with. Her pleasant personality makes any encounter a delightful experience. We feel our investments are safe in her hands.
We were referred to Duane and his team in 2015 when our previous IG consultant retired and we couldn’t be happier with the relationship that has been established. We are impressed by the knowledge, experience and time that Duane has shared in establishing a detailed plan which he reviews and updates regularly with us. Duane is dedicated and focused, ethical and trustworthy. We would have no hesitation in recommending Duane Gee to anyone looking for a competent, honorable Financial Consultant.
I'm a new client to IG Wealth, but must say the service that I have received from Keith Gibson has been great. He took the time to walk me through my goals, and really made me feel comfortable with the decisions we made. I feel really great knowing that my family has the adequate insurance coverage in the event anything happens which gives us great financial peace.
I highly recommend Duane and his team. He is professional, knowledgeable and I have a plan that shows me what I have to do in order to retire comfortably. His accessibility combined with outstanding service has put me at ease many times during our relationship.