FORT ST. JOHN’S EXPERIENCED SENIOR FINANCIAL ADVISOR
Meet Nathalee Hansen, PFP, Senior Financial Consultant
At IG Wealth Management, we understand that life is filled with both financial opportunities and challenges. That’s why we’re here to help you navigate your path toward financial independence and security. Whether you’re planning for your retirement, managing an inheritance, or preparing for the unexpected, Nathalee Hansen, a certified senior financial advisor with IG Wealth Management, is here when you need her most. With a deep understanding of CPP, OAS, and taxation, Nathalee provides holistic, customized solutions that align with your individual needs.
You never know when you’ll need knowledgable financial guidance. From intergenerational wealth management to comprehensive financial planning, our goal is simple: to help you create wealth for today, tomorrow, and future generations. By identifying gaps in your current plan and offering tailored recommendations, we empower clients to make the best financial decisions, preparing for every phase of their lives.
At IG Wealth Management, your financial well-being is at the heart of everything we do. Let us help you achieve financial security and peace of mind, no matter what life brings.
Financial Services for Every Stage of Life
Achieving financial independence requires a solid investment strategy. Nathalee helps clients to build diverse portfolios that balance growth with risk, and are aligned with their personal and financial goals. We’re here to help you navigate the world of investments and grow your wealth. Whether you’re just starting or looking to enhance your portfolio, Nathalee’s approach is customized to optimize your investments while preserving capital for future opportunities.
Tax efficiency is essential to preserving your wealth. With Nathalee’s in-depth knowledge of CPP, OAS, and complex tax regulations, your finances will be structured to maximize savings and minimize liability. By staying on top of the tax law and opportunities, our team ensures that your wealth is managed in the most tax-effective way possible, helping you achieve long-term financial success. Safeguard your assets and focus on your future with confidence.
Planning for your legacy is an important responsibility. Nathalee helps you create a comprehensive estate plan that ensures your wealth is passed on to future generations while also supporting the causes and values important to you. From wills and trusts to tax-efficient strategies, our team works with you to design a plan that reflects your wishes and secures the future of your loved ones. Leave a lasting impact that honors your life’s work and values.
Insurance is a critical component of any financial plan, protecting you and your loved ones from the financial implications of life’s uncertainties. Nathalee offers a full range of insurance solutions, including life, disability, and critical illness insurance to prepare for the unexpected, ensuring your family is protected. By assessing your current situation and future goals, our team will design an insurance plan tailored to your needs, providing you with peace of mind.
WE CREATE TAILORED FINANCIAL STRATEGIES FOR FORT ST. JOHN FAMILIES
Words from our Clients
How We Help Our Clients:
The IG Living Plan provides a comprehensive and dynamic approach to financial planning that adapts to the complexities of life. It goes beyond a static financial roadmap, offering tailored strategies that evolve with your changing needs, circumstances, and goals.
Optimizing Your Retirement
The IG Living Plan helps you to plan for a financially secure retirement by managing risks, preserving capital, and creating steady income streams that support your future lifestyle and long-term goals. It ensures you can retire with confidence, knowing retirement savings are protected and working for you.
Managing Cashflow
The IG Living Plan assesses your cash flow needs and credit requirements, helping you to manage income and expenses effectively. This includes optimizing taxes and ensuring liquidity during major life transitions or events, enabling you to thrive even during challenging times.
Sharing Wealth
The plan helps design a well-structured estate plan, allowing you to pass on wealth to future generations or causes you care about. Whether it’s supporting family or philanthropic interests, the IG Living Plan ensures your legacy is enduring, tax-efficient, and reflective of your personal values.
Preparing for the Unexpected
Life is unpredictable, and the IG Living Plan prepares our clients for unforeseen events like illness, accidents, or the loss of a loved one. By creating comprehensive strategies that provide financial protection, the plan ensures you can weather life’s challenges with security and peace of mind.
Planning for Major Expenditures
Big life moments, such as purchasing a home, paying for education, or planning a dream vacation, require careful financial planning. The IG Living Plan ensures you have the flexibility and financial structure to seize these opportunities without compromising long-term financial goals.
Maximizing Business Success
For business owners, the IG Living Plan synchronizes personal and business financial goals, providing holistic strategies that enhance both. It helps you to manage your business finances efficiently while leveraging opportunities to grow personal wealth through sound financial planning.
Optimizing Your Retirement
The IG Living Plan helps you to plan for a financially secure retirement by managing risks, preserving capital, and creating steady income streams that support your future lifestyle and long-term goals. It ensures you can retire with confidence, knowing retirement savings are protected and working for you.
Managing Cashflow
The IG Living Plan assesses your cash flow needs and credit requirements, helping you to manage income and expenses effectively. This includes optimizing taxes and ensuring liquidity during major life transitions or events, enabling you to thrive even during challenging times.
Sharing Wealth
The plan helps design a well-structured estate plan, allowing you to pass on wealth to future generations or causes you care about. Whether it’s supporting family or philanthropic interests, the IG Living Plan ensures your legacy is enduring, tax-efficient, and reflective of your personal values.
Preparing for the Unexpected
Life is unpredictable, and the IG Living Plan prepares our clients for unforeseen events like illness, accidents, or the loss of a loved one. By creating comprehensive strategies that provide financial protection, the plan ensures you can weather life’s challenges with security and peace of mind.
Planning for Major Expenditures
Big life moments, such as purchasing a home, paying for education, or planning a dream vacation, require careful financial planning. The IG Living Plan ensures you have the flexibility and financial structure to seize these opportunities without compromising long-term financial goals.
Maximizing Business Success
For business owners, the IG Living Plan synchronizes personal and business financial goals, providing holistic strategies that enhance both. It helps you to manage your business finances efficiently while leveraging opportunities to grow personal wealth through sound financial planning.
Our Approach: What to Expect
When you work with IG Wealth Management, you will quickly see that our approach centers around you. We take the time to understand your individual goals, values, and challenges. We develop customized strategies that address every aspect of your financial life. From investments and taxes to insurance and estate planning, we ensure no detail is overlooked.
Our team believes in proactive financial management, planning not just for the expected but also for life’s uncertainties. By preparing for ‘plan A, B, and C’, we help you navigate potential roadblocks with confidence. We aim to provide you with a financial strategy that not only secures your future but also supports your lifestyle today. With our holistic approach, you can feel confident that every element of your financial well-being is being cared for.
Nathalee believes in planning for all eventualities. Whether it’s an ideal future, a backup scenario, or the unexpected, she ensures that your financials are adaptable, comprehensive, and tailored to your unique circumstances.
Nathalee’s expertise in CPP, OAS, and taxation ensures you receive the most tax-efficient advice. Helping clients to minimize tax liability while maximizing savings through strategies designed to work within the complexities of Canadian tax laws is just part of the service you receive.
Life can be unpredictable, but with IG Wealth Management, you’ll be equipped to handle the difficult financial decisions that come with major life changes like divorce, health diagnoses, or business breakups. Nathalee and her team helps clients through tough situations with positive strategies and practical solutions.
Nathalee believes in planning for all eventualities. Whether it’s an ideal future, a backup scenario, or the unexpected, she ensures that your financials are adaptable, comprehensive, and tailored to your unique circumstances.
Nathalee’s expertise in CPP, OAS, and taxation ensures you receive the most tax-efficient advice. Helping clients to minimize tax liability while maximizing savings through strategies designed to work within the complexities of Canadian tax laws is just part of the service you receive.
Financial planning is not a one-time event; it’s an ongoing process. The team at IG Wealth Management stays engaged with clients, actively managing portfolios, updating plans as needed, and ensuring that financial goals are being met, no matter how life changes.