Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have known Dean Methorst for over 20 years, both as my financial advisor and now as my friend and do not hesitate to refer my friends and colleagues to him. Dean has always been someone I have leaned on when discussing my family’s financial goals and my retirement plan. He is knowledgeable, and often make suggestions for strategies and offerings I did not know existed. I also like the fact that he often tells me that there are things that I do not need – I feel that when he suggests something it is with my best interest at heart. I am confident that my financial goals and plans are on the right track. I highly recommend Dean at IG Wealth Management to anyone seeking support in their financial planning endeavors
Dean has been our financial advisor for almost 20 years. We have placed our trust in our financial future in his capable hands and we are now retired and enjoying life without the worry of having enough money to do what we want. We have referred Dean to our family and friends without hesitation as we have full confidence in his abilities to guide them to the same financial success that we now enjoy.
Dean simplifies the complexity of the financial world. He makes it relevant, keeps us informed of global changes that affect our portfolio and works with us regularly to ensure we stay on track with our financial goals. Dean and his team are very client centered, professional, timely and accessible – we’re really happy to be working with them and would happily recommend him and services to others.
I would have no hesitation in recommending Dean Methorst as a financial advisor, in fact I have recommended him to several people already. Dean has been my financial advisor since 2010 when I went through a divorce. I must say that he was and is to this day invaluable! I have turned to Dean on any matters that involve a decision financially. He has even advised me when I was purchasing a rental property and also when I needed to put in place bridge financing with a super tight deadline. Dean never earned any renumeration for those two situations, but he has always been there to provide guidance. What sets Dean apart from other financial advisors that I interviewed is that he takes the time to explain things clearly when I might have not understood something. And furthermore, it’s not just about the investments with Dean. Dean and I have shared many stories to each other about personal situations as we both have kids around the same age. He certainly takes a personal approach and for that I feel truly grateful to have him as a guidance for my financial stability.