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Last updated: 5 months ago
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Financial Planning
About Deacon Wealth Management
North Bay financial planner, North Bay wealth management, North Bay financial advisor, high net worth advisors, high net worth financial planning, best financial advisors for high net worth individuals Go to full description...
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Email address:
katie.brookes@igpwm.ca
Your North Bay-based financial planner: guidance and insight for what matters most to you. Proactive planning, personalized service, and clear advice to high-net-worth families, business owners, and professionals. Most investment advisors focus only on your portfolio. At Deacon Wealth Management, that’s just the starting point. We act as your trusted financial advisor across every aspect of your financial life. Our clients value how proactive we are—how often we anticipate our client’s needs, how clearly we explain each step, and how deeply we stay involved. No cookie-cutter plans. We create a customized, strategic plan that encompasses all aspects of your financial life — your investments, tax planning, retirement, estate, and business goals. And we do it all while building relationships that feel more like family than finance. (IG Wealth Management Inc. Mutual Fund Division)