RIA: Certified I am the Responsible Investing Specialist and a Certified Financial Planner on the Baldi Team at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario and Manitoba. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
Services Offered in RI
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Institutional
Type of License
MFDA
Other
Provinces Licensed In
- Manitoba
- Ontario