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charlesthornton
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Charles Thornton

Financial ConsultantIG Wealth ManagementOakville, Ontario

I provide wealth management services via a comprehensive and holistic process that integrates the long-term goals of my clients with financial solutions using a planning-based consultative approach.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario Quebec

Certification/Additional Courses ?

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Mutual Fund Security Segregated Fund

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