Reviews of Adam McInroy, CFP, CLU - IG Wealth Management (Financial Consultant)

246 George St N, Peterborough, ON K9J 3H1, Canada

Average Rating:

DESCRIPTION

You have the opinions of people who are using the products and services of Adam McInroy, CFP, CLU - IG Wealth Management (Financial Consultant) in the area of Peterborough (Canada).

Right now the firm receives a score of 5 stars out of 5 and the score is based on 14 reviews.

As you can read, the average score it has is superb, indeed, it achieves the best average it can get., and it is founded on quite a few feddbacks, so the valuation is rationally reliable, although it doesn't have a sufficient number of ratings to confer it absolute credibility.

As you know, we do not usually bother to write scores when these are good and we usually do it only if we have had a problem or incidence...

This Financial Consultant is classified in the category of Financial consultant.

Where is Adam McInroy, CFP, CLU - IG Wealth Management?

REVIEWS OF Adam McInroy, CFP, CLU - IG Wealth Management IN Peterborough

Andrew Duncan

Adam is down to earth and willing to explain the financial world in easy to understand language we can understand. His knowledge of the products and regulations is impressive. I would highly recommend Adam's service for the novice or experienced investor who is looking for sound advice and guidance.

Cameron Berry

We have worked with Adam for many years now and enjoy his knowledge, professionalism and the way he actually cares about his clients. I would recommend him to anyone looking for solid financial planning and advice.

Adam McInroy

I am very pleased with the consistent and timely communications from Adam and his team. It's nice to know that someone is keeping in touch with me. There are so many things these days that overwhelm us and Adam simplifies things and makes them relevant to my situation.

Bryan Lowe

We've been working with Adam for the past few months and it's been a great experience so far! He's friendly, a great communicator,very organized and always puts our family's needs first. He's helped us come up with a financial plan geared specifically to our family's needs. Excellent service from an all round great guy.

Wayne Cleland

Adam has been our financial support person for several years and a key part of our financial strategy. He always places our needs and risks first in his recommendations and thats a very valuable asset!

Debbie Grills

We met Adam 4 years ago. We had lost all our retirement income on a bad business venture. Adam helped us create a new plan and has worked with us every step of the way to keep us on track. He is compassionate, professional, experienced and addresses our concerns and fears. He is not pushy and always takes the time to answer any questions. Adam is always willing to work out different case scenarios so we can make informed decisions about our financial future. I told Adam at the beginning my biggest fear was retiring and only being able to afford to sit in front of a TV. Even during the pandemic when we lost jobs and everything went up in price Adam has worked with us to get back on track to a healthy, happy retirement possibly even a few years sooner. I would recommend Adam to anyone who is seeking a bright financial future.

Donna Ballantyne

We met Adam upon making a move to our new home in Bobcaygeon and it was a pleasant experience right from our first conversation. He answers every question and is quite knowledgeable and informative when it comes to financial issues. He guided us every step and keeps in close contact whenever there is a change or something we need to be made aware of. Thank you Adam!

William McQuade

We are delighted to have Adam as our investors representative. His personal attention to managing our account and keeping us regularly informed of market changes and investment opportunities has given us strong confidence our accounts are safely and responsibly being managed. His focus in protecting our interests gives us the satisfaction of knowing our investments are in good hands. We highly recommend Adam to anyone wishing to acquire a representative who takes a focused and personal interest in your investments. William and Joan McQuade

El M

Adam and his team have been a great help to my fiancé and I. As young professionals, we are just getting our lives started and Adam has helped us to set realistic goals for a healthy financial future.

Clarene Brown

Adam has been our financial advisor for over 6 years. He is very knowledgeable and able to explain clearly any financial questions we have. His advice and direction with our assets has been excellent. We strongly recommend Adam for a financial advisor.

Dan Cook

Adam has been working as my financial advisor for several years now. We have rrsps, resps for all our kids, and tax free savings account with him. He is very knowledgeable and always quick to respond with questions and changes needing to made. Considering I am young and have a small portfolio, Adam treats me as if I had a million dollars invested. Thank you Adam for all you do!!

Liana Oliver

We have been with IG Wealth Management for many years. In the last 4 years Adam has become our financial advisor. He is very patient with both my husband and I. Adam believes that any financial question we may have, no matter how basic it is, deserves his time and attention! He makes the time to sit down with us regularly. We feel confident in the advice he gives us and we trust his direction with our assets. We strongly recommend Adam if you are looking for financial advise.

tina jones

Adam is a great guy, who's so down to earth and so easy to communicate with. If you need a financial person, he is your guy. He understands the financial world so well and will help you out with anything you need. my husband and I highly recommend Adam to anyone looking for financial advise.

Clare Millington

Adam has been a fantastic financial advisor over the past year we’ve been working with him. As young professionals, he has helped us with managing student debt and purchasing our first home while still saving money. He is always quick to respond when we have questions and has been amazingly flexible with meeting times and locations that fit our schedules. He truly seems to have our best interests at heart. We’d definitely recommend him to anyone looking for help managing their finances.

Business Hours of Adam McInroy, CFP, CLU - IG Wealth Management in Peterborough

SUNDAY
CLOSED
MONDAY
9AM TO 4:30PM
TUESDAY
9AM TO 4:30PM
WEDNESDAY
9AM TO 4:40PM
THURSDAY
9AM TO 4:30PM
FRIDAY
9AM TO 4PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Adam McInroy, CFP, CLU - IG Wealth Management en Peterborough
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