Bootle & Associates Private Wealth Management
Financial Services - Edmonton, Alberta, Canada
Bootle & Associates Private Wealth Management Employees
Bootle & Associates Private Wealth Management Details
BOOTLE & ASSOCIATES PRIVATE WEALTH MANAGEMENT is an extension of IG Financial Services Inc. Our team provides comprehensive financial planning advice on investment planning, taxation, insurance, debt management, and estate planning. Our clients include, but are not limited to Medical Professionals, Engineers, Lawyers, Veterinarians, Small Business Owners and Oilfield Service Personnel with incomes or investable assets ranging from $100,000 to several million. Wealth management solutionsThe unique needs of high net worth individuals and their families require a complete and comprehensive financial plan. Behind our team is the strength of one of Canada's largest and most respected corporations and a team of experienced and qualified experts.We offer a full line of financial products and services in the area of: •Tax-efficient investments* •Investment loans •Tax & estate planning •Insurance planning •Brokerage services* •Managed assets investment programs* •Philanthropic planning * Preferred pricing available for households with $500,000 or more in investment assets.
Bootle & Associates Private Wealth Management Technologies
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