05 Mar Joanna Endicott
Investors Group Financial Services Inc.
Office: 905-895-6718 x 307
Personal IG website link: https://advisor.investorsgroup.com/en/joanna_endicott
I believe that a holistic wellness plan needs to include strategies to address your financial health, as a priority. My practice is focused on developing tailored financial solutions for individuals and business owners who are committed to total wellness. We partner closely with clients to help them gain visibility and control over their financial lives. By proactively adjusting their plans, as opportunities are identified, and delivering tax efficient strategies across all aspects, we create peace of mind and improved financial wellbeing.
At IG Wealth Management, we recognize that your financial needs are interconnected. So our process goes deeper and broader than the approach most people have experienced with other financial advisors. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself, your family and your business.
Your well-being is determined by how effectively your plan addresses six major financial needs:
- Managing day-to-day
- Securing your future
- Preparing for surprises
- Planning for major expenses
- Giving back
- And if relevant, evolving your business
Only when your financial needs are truly interconnected and synchronized, can you be sure you’re achieving true financial wellness!
Our financial products and services include Investments, Retirement planning, Mortgage planning, Insurance (Life, Disability, Critical Illness, Long-term Care), Tax and Estate Planning and Business Ownership.
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company.