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Narciso Bomben

Certified Financial PlannerIG Wealth ManagementWaterdown, Ontario

I provide individuals and families with the clarity, confidence and guidance on their financial goals and affairs they deserve. Together, we accomplish this with a personalized living plan, and ongoing coaching from a caring Certified Financial Planner professional.

I understand and embrace that financial independence and well-being means different things to different people. For this reason, my practice delivers a personalized experience where I get to know you, and what you value most. From there, I build a plan that is tailored for you, and more importantly, I act as your guide and coach as we transition through your major life events. I focus on what is important to you, not what is trending, thereby making conversations about your finances a productive and enjoyable experience.

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

Insurance 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

Certification/Additional Courses ?

CFP®

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

Mutual Fund
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