LAWRENCE BAILEY

LAWRENCE BAILEY

BA, RRC, CFP CFP CertifiedIIROCCIPF Certified

Division Manager

Investors Group Securities Inc.

Investors Group

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About —

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Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living 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.

At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help make sure you’re set up to meet all your life’s goals.

My role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.

Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.

* Value of Financial Planning, “The Gamma Factor and the Value of Financial Advice”. CIRANO (2016)

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

Careers —

Become a financial advisor with IG Wealth Management

Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.
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why join IG Wealth Management?

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Training and support

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

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Exceptional income potential

At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.

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Community involvement

With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.

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Flexibility

Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.

Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.

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general inquiries —

22-1599 Cliffe Avenue
Courtenay, BC V9N 2K6

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IG Wealth Management

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