IG Wealth Management - Brandon Bailey, CFP CLU RRC

📍 retirement planning advisors in Calgary

IG Wealth Management - Brandon Bailey, CFP CLU RRC

8.6

IG Wealth Management, specifically working with Brandon Bailey, CFP CLU RRC, provides a valuable service for individuals seeking to improve their financial standing. Their approach focuses on creating personalized plans, offering solutions tailored to individual needs and goals. The level of care and attention given to each client’s portfolio seems to be a key differentiator, resulting in increased financial stability and a clear path forward.

Many find comfort in knowing their finances are being handled with expertise and a genuine interest in their well-being. The combination of professional qualifications and practical experience fosters trust and confidence, which is essential when dealing with wealth management. It appears their collaborative spirit, working alongside other professionals like accountants, provides a holistic financial planning experience.

Information about retirement planning advisor in Calgary - IG Wealth Management - Brandon Bailey, CFP CLU RRC

Service options
  • On-site services
Accessibility
  • Assistive hearing loop
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
Crowd
  • LGBTQ+ friendly
  • Transgender safe space
Parking
  • Free of charge street parking
  • Free parking lot

Customer Reviews

★★★★★

IG Wealth Management - Brandon Bailey, CFP CLU RRC has a rating of 5.0 out of 5 based on over 44 reviews on Google

Brandon and team did a great job managing my elderly aunts estate in her last years. They set up a risk appropriate strategy that not only paid for elevated care expenses but never decreased in value, and quite often gained in value. They were prompt to respond and reviewed the portfolio in a timely manner to remain balanced and provide sufficient income.
Dave Maginley (☆ 5/5)
Dave Maginley (☆ 5/5)
Brandon is nothing short of a genius with helping with my finances! Before I was completely lost, limited in my options, and wasn't where I wanted to be with my money. He provided great customer care, understood where I was, and figured out what was needed to get me where I wanted to be. I was finally able to achieve my goals one by one with his help. We have become good friends now, meeting on a regular basis, but was always professional and thorough on where I want to be with my income values when ever I asked. Im forever grateful for this individual, and whoever gets the chance to work with him will not be dissapointed. Thank you for everything Brandon!
Davi (☆ 5/5)
Davi (☆ 5/5)
I have been a client with Brandon for 10 years. I can say that Brandon and his associates offer superb financial advice and I trust them in all aspects of my investments and wealth management. I have recommended Brandon and his team to friends and family and will continue to do so. I'm also very pleased that my son is now Brandon's client. I am confident that we are in the very best hands! Thank you Brandon and Chris for all of your support and hard work, it is greatly appreciated!
Tiffany Lennox (☆ 5/5)
Tiffany Lennox (☆ 5/5)
I never thought that I would need a stranger to help me with my finances. A friend strongly recommended that I contact Brandon Bailey and just run my finances by him. I am forever grateful to that friend. While Brandon confirmed that I am on the right track, he rearranged and added SO MUCH to my portfolio! I could have never known that so much could be done to better my present and future situation. I STRONGLY recommend Brandon to all my friends now. Thank you Brandon!!
laura ezekiel (☆ 5/5)
laura ezekiel (☆ 5/5)
Brandon Bailey, What an amazing professional and knowledgeable personal and corporate financial planner. Not only does he have the alphabet of education after his name, he also has over a decade of industry experience that gives him the insight, wisdom and design capacity to build great financial plans. His attention to detail leaves you knowing he's always remaining current with the the constantly changing rules and your financial plan will include all your details. On top of all this he genuinely cares about everyone he works with - a rare quality. It will be worth your time to talk to Brandon.
Colin Innes (☆ 5/5)
Colin Innes (☆ 5/5)
Brandon provides solid financial advice and is equipped with resources where needed and is very personable. More importantly, he takes the time to ensure I have a foundation of understanding and helps make my financial goal setting more attainable. Grateful to have Brandon help in areas I wasn’t confident with today’s economic hurdles.
Jill Cody (☆ 5/5)
Jill Cody (☆ 5/5)
My husband and I have been working with Brandon for just over a year now. He keeps us on track with everything financial. He really goes above and beyond in every aspect of financial planning. He does quarterly reviews to update and always has great tips on saving money-especially come tax season. He even collaborated with our accountant to make sure everything was good to go- which made our lives even easier. Brandon always accommodates and makes extra time out of his usual working hours for us. If you’re looking for peace of mind when it comes to your money and someone to help you achieve your financial goals-definitely reach out to him!
Jessica S (☆ 5/5)
Jessica S (☆ 5/5)
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Information about IG Wealth Management - Brandon Bailey, CFP CLU RRC

Address

IG Wealth Management - Brandon Bailey, CFP CLU RRC is located at 37 Richard Way SW #100, Calgary, AB T3E 7M8, Canada

Phone

The phone number of IG Wealth Management - Brandon Bailey, CFP CLU RRC is +1 403-815-9594

Business Hours

Monday: 09:00–21:00
Tuesday: 09:00–21:00
Wednesday: 09:00–21:00
Thursday: 09:00–21:00
Friday: 09:00–21:00
Saturday: Closed
Sunday: Closed

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