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Peter Zech BComm QAFP RRC

ConsultantIG Wealth ManagementWaterloo, Ontario

We help you create a financial plan that adapts and changes as your life does. Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities. We create a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.

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

Business Owners Retirement Income 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 ?

RRC

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

Exchange Traded Fund (ETF) Mutual Fund
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