Verified recordFinancial Services

James Nelson

Senior Financial Consultant at Ig Wealth Management

Based in Waterdown, Canada

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Seniority

Manager

Department

Finance & Accounting

Location

Waterdown

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 James Nelson

I am personally committed to understanding all clients needs inside and out, and providing them with in-depth analysis and personalized solutions. Fortunately, working with IG Wealth Management has allowed me access to a wide range of highly qualified financial experts in the investment, tax and retirement fields. Which allows me to help clients keep abreast of increasing changes in the financial services industry. Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions. I'm dedicated to working together with clients to ensure they achieve their financial goals. Specialties: Investment Planning, Insurance Planning, Cash Management, Retirement Planning, Education Planning, Tax Planning The main focus for my practice has never wavered. I still wish to service families dedicated to achieving their financial goals, and also business owners looking for new, inventive strategies to ensure their business can turn into retirement income.

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