Verified recordFinancial Services

Jacques Martel

Consultant B a Rrc Cfp at Ig Wealth Management

Based in Sudbury, Canada

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Seniority

Other

Department

Other

Location

Sudbury

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

j•••••••@ig.ca

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jacques Martel

Investment Planning is a Process, Not an Event. Are you ready to take control of your financial future? My mission is to offer sound financial solutions to help clients attain their financial goals and needs. I improve clients’ quality of life by building lasting relationships and providing personalized financial solutions centered around their needs—first, last, and always. Plus, I'm pleased to offer my services in French! With over 20 years of experience in a family business and running my own companies, I bring a strong business background to help you meet your financial goals. While raising four boys, I also served as a school board trustee and supported various community groups and charities. I am caring, honest, and dedicated to helping others fulfill their goals. I treat clients with utmost respect, admiration, and confidentiality. Helping clients attain their goals is my focus, drive, and reward. Every client receives a full review comprising eight essential steps, strategically designed to maximize their Financial Plan and ensure it remains on course throughout the various stages of their lives. At IG Wealth Management, we provide focus and direction. We support our communities by participating in a wide variety of charitable organizations. We are proud, confident, professional, and ethical planners. I would be delighted to sit with you at your leisure to discuss your goals and build your financial plan. Let's achieve your financial dreams together!

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