Stephane Legault
Planificateur Financier at Ig Gestion De Patrimoine
Based in Montreal, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Montreal
Industry
Financial Services
Company size
964
Contact information
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s•••••••@ig.ca
Phone
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Background
About Stephane Legault
After 13 years of loyal service at a major bank, I am pleased to announce that I am continuing my professional journey as a financial planner at IG Wealth Management. With my titles as a securities broker and financial planner, I now offer personalized wealth management services, including comprehensive financial planning, as well as tax and estate analysis. My goal is to support a hundred families by providing them with optimal service in managing their personal finances. Finding a good financial planner is almost as difficult as finding a family doctor… So take this opportunity to reach out to me! I invite you to contact me if: • You do not have direct and easy access to your financial planner. • You do not have a TRUE financial plan based on your objectives. • You would like to receive a second opinion on your current portfolio. • You are unsure whether your advisor is working for you rather than for their financial institution. Feel free to contact me privately if you are interested. Thank you, and I look forward to working with you!
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