Secure your financial future
Confidently secure your financial future through a plan unique to you and your family’s goals.
Life can change quickly…
Would you be ready?
- Are you saving (or have you saved) enough to support yourself through retirement?
- As a woman, have you accounted for such realities as the wage gap, the likelihood of increased caregiving responsibilities, or your extended life expectancy?
- Will your income remain stable following a divorce or the death of a partner?
- Do you understand the tax consequences of withdrawing from your different types of investments (TFSA vs. RRSP/RRIFs vs. Non-Registered account) should you need to access money fast?
- Do you worry about leaving a legacy and how best to transition your wealth to your family and chosen charities?
- Do you fear the possibility of becoming a financial burden to loved ones?
I recently read a study that showed 43% of Canadians say they don’t know where to start when it comes to developing a financial plan, and more shockingly, 30% of Canadians say their current financial advisor has never discussed a financial plan with them.
You deserve a real financial plan. A plan that is more than investments - one that also includes retirement planning, estate planning, tax strategies, and much more. A financial plan that allows you to test different strategies and to ask those “What if” questions that have you lying awake in bed in the middle of the night. You deserve a plan that strengthens your financial confidence and brings clarity and peace of mind. A plan that we call the IG Living Plan. It’s a real financial plan that’s comprehensive and unique to your life and your family.
Getting started is easy. Book your free, no-obligation consultation today! You can do this!
To learn more about the IG Living Plan, watch this video.
What is Financial Planning?
No doubt investing plays a key role in financial planning – after all, it allows you to save for major events and purchases and provides you with income in retirement.
However, there is far more to financial planning and wealth management than investing. A comprehensive financial plan will include all of these components:
- Planning for a financially comfortable retirement.
- Managing cash flow (including making a spending plan and reducing debt).
- Sharing wealth (such as leaving a will and charitable giving).
- Ensuring that you are prepared for the unexpected.
- Saving for major expenditure
This can all be accomplished - and in the most tax-efficient ways - with the help of a CERTIFIED FINANCIAL PLANNER professional. It is a process of discussion, shared understanding, problem-solving, and encouragement. A strong financial plan will adapt and change with your life and therefore give you more financial confidence.
Kind Words
I wanted to work with someone who would remember me personally and hence would have a vested interest in my account. Aimy was recommended to me by a friend who I knew would have done her homework, and I trusted her. Aimy has made herself available whenever I have a query and has done the research for me to help me make my investment decisions. While I still struggle with the 'language of finances' - Aimy does all she can to speak in a way that helps me understand the rationale for her recommendations - and double-checks with me to ensure that I have understood. Not only does she respond promptly when I reach out to her, but she also checks in with me on a regular basis. I certainly feel 100% comfortable with the decision I made to join Aimy and IG Wealth Management.
-Client since 2021
We quickly developed a high level of trust with Aimy. Whether we are reviewing our portfolios, income tax issues, TFSA’s, RRSP’s, life insurance or even showing us better ways to save for our kitchen renovations, Aimy always takes her time and breaks everything down. She answers all of our questions with ease while taking the complexity and mystery out of personal financial planning. Engaging and personable, she provides a consistent blend of personal and professional decorum in all our discussions with her.
-Client since 2008
We are grateful for everything Aimy has done for us over the years and feel like we are in excellent shape for our retirement because of her. We consider ourselves very fortunate to have a financial advisor we like so much, who knows us and our family, and can help us with the best plan for our family circumstances. We are lucky to be in such good hands.
-Client since 2006
Put your current financial plan to the test
Our snapshot tool will give you a score out of 100 on each dimension of a true financial plan and give you recommendations to help achieve financial well-being.
Not ready to meet just yet? That’s OK.
I make the hard stuff easy.
"Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for clients and look at their whole picture to help them build a plan that lets them Live Life Confidently."
Aimy Bryden, CFP RRC – IG Wealth Management
CONTACT
aimy.bryden@ig.ca
Office (613) 798-7770 | Mobile (613) 882-2469
LOCATION
Suite 200, 1525 Carling Avenue
Ottawa, Ontario, Canada
Investors Group Financial Services Inc.
Member of the Power Corporation Group of Companies
Trademarks, including IG Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations.