The IG Wealth Management team in Nelson is located right downtown on Vernon Street and we accept both in person and virtual meetings. Through lifelong relationships, we get to know your family to proactively adapt your financial plan for whatever life brings. Our approach to financial planning clarifies different “what if” scenarios to give the answers you need for the outcomes you desire. Please contact us to book your consultation:
Emily Tucker CFP®, RRC® 250-352-7777 ext. 241 | firstname.lastname@example.org | https://advisor.investorsgroup.com/en/emily_tucker
Hallam & Associates Private Wealth Management:
Claire Hallam CFP®, RRC®, RIS, BA(Hons) 250-352-7777 ext. 229 | email@example.com
Sabina Spahmann CFP®, RRC®, BSBA 250-352-7777 ext. 253 | firstname.lastname@example.org
Verecan Capital Management Inc. is an independent financial advisory firm offering client-focused financial advice and discretionary investment management. Our team has over 30 years of experience in the industry, and members share a philosophy of simply doing the right thing for our clients. No one on the team is commission-based, and our advice is never motivated by our profit considerations or quotas. Instead, we measure success by client satisfaction and in the achievement of our clients’ investment goals.
Verecan Capital Management Inc. is a registered Portfolio Manager in all provinces in Canada (except Manitoba).
For more information, please visit https://www.verecan.com/.
Contact information for the Nelson team;
Cornerstone is a consulting, facilitation and training company specializing in management solutions that elevates performance and produces results for their clients – businesses, non-profit organizations and government agencies. The Cornerstone mission is to help clients achieve their goals through finding innovative approaches, identifying competitive advantages and achieving significant bottom-line impact. Cornerstone combines extensive knowledge in business and non profit organizations excellence practices with experience to build and strengthen client capabilities.