Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been very pleased with IG Private Wealth and having Angela Rea & Associates as our advisors.
Our transition from a former investment advisor to IG Private Wealth and Angela Rea & Associates was carried out in an efficient and effective manner. They did everything required to make the change process seamless.
We feel that we are treated as respected clients and our portfolio is handled in a very personal, but professional, fashion. Angela Rea & Associates does not believe in a "one size fits all" philosophy when planning for clients' future.
We are kept well informed, with up-to-date market analysis, and never have felt any pressure to make any changes that we are not completely comfortable with. Angela Rea & Associates does a very good job of protecting and growing our assets.
We would recommend Angela Rea & Associates to anyone looking to prepare for a future that is financially sound.
We just wanted to let you know how much we truly appreciate all the help Angela Rea and her staff have provided us in twenty-two years of working with investors group. From financial planning, mortgages, RESP’s, lines of credit, wills etc. their knowledge, promptness, attention to detail and genuine interest in achieving what is best for their clients has been a very rewarding relationship, both financially and personally.
For the last 20 years, working with Angie Rea and her team at IG has been life-changing. They have assisted us to grow our nest egg, treating our investments to as much attention as they would to their own. Angie's advice has always been delivered with loving care and a desire to help us achieve the things that are most important to us. We couldn't live without her!!
In response to your query as to why I continue to seek your services even after being proffered Investor’s Group “investment Specialist” services; my reasons are as follows: You listen to what I have to say and clarify any ambiguity on my part before you respond. You offer honest, without prejudice, counter point. You respond promptly to all my queries.