Philip Wolverton
Executive Financial Consultant at Ig Wealth Management
Based in Brampton, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Brampton
Industry
Financial Services
Company size
6.3K
Contact information
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p•••••••@ig.ca
Phone
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Background
About Philip Wolverton
Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision. Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them. Specialties: Portfolio Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Home Purchasing, Cash-Flow Management, Education Planning and Insurance Planning for Life, Disability, Critical Illness and Long-term Care.
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