David Ruggeri
Consultant, Investors Group Financial Services Inc at Ig Wealth Management
Based in Canada
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Seniority
Staff
Department
General Business & Management
Location
Canada
Industry
Financial Services
Company size
6.3K
Contact information
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d•••••••@ig.ca
Phone
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Background
About David Ruggeri
I draw on my investment and years of financial planning experience to help clients realize their financial goals. I am committed to nurturing long-term relationships with clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. Our clients also appreciate the convenience of meeting with them at a time and place that fits their needs. Using a disciplined approach, I advise clients on the following valuable services:Goals/financial assessment Retirement and retirement income planningTax-deferral strategies Customized financial planning Tailored investment solutionsMortgage Lending
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