IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario

Adresse: Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada.
Téléphone: 8076266527.
Site web: ig.ca
Spécialités: Conseiller financier, Income protection insurance agency, Compagnie d'assurance-vie.
Autres donnĂ©es d'intĂ©rĂȘt: S'identifie comme gĂ©rĂ© par une femme, EntrĂ©e accessible en fauteuil roulant, Parking accessible en fauteuil roulant, LGBTQ+ friendly, Safe place pour les transgenres, Parking gratuit.
Avis : Cette entreprise a 6 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de IG Wealth Management - Millie Gormely, CFP

IG Wealth Management - Millie Gormely, CFP Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada

⏰ Horaires d'ouverture de IG Wealth Management - Millie Gormely, CFP

  • Lundi: FermĂ©
  • Mardi: 10:00–19:00
  • Mercredi: 10:00–19:00
  • Jeudi: 10:00–19:00
  • Vendredi: FermĂ©
  • Samedi: FermĂ©
  • Dimanche: FermĂ©

IG Wealth Management - Millie Gormely, CFP

IG Wealth Management est une entreprise de conseil financier spĂ©cialisĂ©e dans les assurances-vie et la protection de revenus, dirigĂ©e par la compĂ©tente Millie Gormely, qui dĂ©tient le diplĂŽme CFP. Avec son Ă©quipe expĂ©rimentĂ©e, elle propose une gamme complĂšte de services financiers pour rĂ©pondre aux besoins uniques de chaque client. L'entreprise est situĂ©e au 1113 Jade Ct, Suite 100, Thunder Bay, ON P7B 6V3, Canada, et peut ĂȘtre contactĂ©e par tĂ©lĂ©phone au 8076266527 ou via leur site web ig.ca. Les spĂ©cialitĂ©s de Millie Gormely incluent le conseil financier, les assurances-vie et la protection des revenus.

L'entreprise est gérée par une femme, ce qui est un point positif pour les clients qui cherchent un conseiller de ce sexe. De plus, l'entrée est accessible en fauteuil roulant et il y a un parking accessible aux personnes en fauteuil roulant. IG Wealth Management est également un endroit accueillant pour la communauté LGBTQ+ et un lieu sûr pour les personnes transgenres. En outre, il existe un parking gratuit sur place.

En termes de réputation, IG Wealth Management a reçu 6 avis sur Google My Business. Leur score moyen est de 5/5, ce qui indique que la plupart des clients ont été satisfaits de leurs services.

Caractéristiques et spécificités

  • Conseiller financier et assurance-vie
  • Protection des revenus
  • GĂ©rĂ©e par une femme
  • Accessible en fauteuil roulant
  • LGBTQ+ friendly
  • Lieu sĂ»r pour les personnes transgenres
  • Parking gratuit

Informations pratiques

  • Adresse : Suite 100, 1113 Jade Ct, Thunder Bay, ON P7B 6V3, Canada
  • TĂ©lĂ©phone : 8076266527
  • Site web : ig.ca

👍 Avis de IG Wealth Management - Millie Gormely, CFP

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Nancy K.
5/5

I had the pleasure of meeting with Millie, and I can't say enough good things about her! From the very start, Millie made our conversations around financial planning feel approachable and empowering. She took the time to truly understand my goals, concerns, and priorities—and generously provided insights and recommendations tailored to my situation, including planning for both the present and retirement.

In just one conversation, her guidance proved to be truly invaluable. I left feeling confident about the steps I need to take to reach my financial goals. I also appreciated her thoughtful follow-up, which included personalized notes and helpful resources.

Millie's genuine care and expertise truly set her apart. It’s clear she’s passionate about helping her clients succeed, and I wouldn’t hesitate to recommend her to anyone looking for a knowledgeable and supportive financial planner. Thank you, Millie, for your guidance and for making what could feel like an overwhelming process so manageable!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Manuela D.
5/5

It's been a pleasure discussing financial planning with Millie! She makes financial conversations approachable and is effective in getting the right information to the forefront and offering feedback and strategic solutions for the best path forward. Highly recommend!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Dana B.
5/5

Working with Millie has been a dream. The only regret I have is not working with her sooner. I have never worked with a Certified Financial Planner before so I was a little nervous at the beginning but Millie has given me such peace of mind, confidence and less stress when it comes to my finances. She's highly educated and really takes the time to teach you and make sure you're fully understanding what is happening with your finances and investments. She's direct in her approach and never makes you feel like you have to do something just for the sake of doing it. She really does have your best interest when it comes to discussing your financial options and creating the plan that will work the best for you. I'm confident and happy with the plan we've set up for my own finances and with the work she does. I highly recommend Millie to any female who is looking for a Certified Financial Planner.

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Donald K.
5/5

I have been a client of Millie’s for many years now. I have always felt confident in Millie’s ability to ask me the right questions, to offer me very good advice and offer me products that best suit my financial goals.
As important to me is that I have always felt valued as a person and not just a dollar figure in our dealings.
It is not just Millie’s financial acumen that I value but also her warm and friendly personality.
You , as an investor, deserve to have Millie manage your investments.

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Sandra B.
5/5

Unsure of financial jargon? No financial plan? Tired of the JUDGEMENT of most in the financial field? Then MILLIE GORMELY is the financial planner for you. She is dedicated to WOMEN, especially those striving to build solid financial nets for their present and future. With Millie, no question is stupid (truly, not just a saying). I could NOT recommend her more! You will not be disappointed!

IG Wealth Management - Millie Gormely, CFP - Thunder Bay, Ontario
Erin S.
5/5

Working with Millie had been that added confidence booster I was looking for in managing my money and planning for the future. She took the time to get to know my goals and put me on a financial path that I feel really good about.

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