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David McGoey | Senior Consultant | Nepean
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David McGoey

Senior ConsultantIG Wealth ManagerNepean, Ontario

I am dedicated to assisting families and small businesses in creating solid financial foundations, and I enjoy meeting with people to build a comprehensive plan that incorporates the ability to achieve their dreams. Working with each business owner and family to determine their unique goals and lifestyle, I integrate the six disciplines of financial planning: cash flow management; tax planning, risk management, investment, retirement, and estate planning. I then develop solutions to achieve these goals, within the framework of a prudently designed financial plan.

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New Brunswick Ontario

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