Jacques Martel - IG Wealth Management

Jacques Martel - IG Wealth Management Investment Planning is a Process Not an Event. My mission is to offer sound financial solutions to help clients attain their financial goals and needs.

Executive Financial Consultant, BA, RRC, CFP, at IG Wealth Management Inc., Mutual Fund Division
We create a Holistic Financial Plan: Investments, Insurance, Estate, Mortgage planning, Family Protection, Group Plans, Business Planning and much more. I will improve clients’ quality of life by building lasting relationships and providing personalized financial solutions centered around their needs

; first, last and always. I am also pleased to offer my services in French! Prior to joining IG Wealth Management, I had more than 20 years working in a family business and operating my own companies. Having a strong background in business, I look forward to implementing a plan to help you meet your goals. While raising four boys I also devoted time as a school board trustee and helped with many other groups and charities in the community. I am caring, honest, and enjoy helping others fulfill their goals. I treat clients with utmost respect, admiration and confidentiality. Helping clients attain their goals will be my focus, drive, and reward. All clients will get my full review which comprises of eight essential steps. Each step is strategically put in place to maximize their financial plan and insure it remains on course throughout the various stages of their lives. At IG Wealth Management we provide focus and direction. We support our communities by participating in a wide variety of charitable organizations. We are proud, confident, professional, ethical planners. I would be delighted to sit with you at your leisure and go over any goals, concerns, and build your financial plan.

Ready for the big weekend? We’re gearing up for the IG Wealth Management Walk for Alzheimer’s!Share your preparations us...
05/28/2026

Ready for the big weekend? We’re gearing up for the IG Wealth Management Walk for Alzheimer’s!

Share your preparations using .

Every dollar makes a difference. Together, we can help the Alzheimer Society bring hope and move closer to a cure for mi...
05/25/2026

Every dollar makes a difference. Together, we can help the Alzheimer Society bring hope and move closer to a cure for millions of Canadian families impacted by dementia.

Donate today.

05/18/2026

WHAT TO KEEP IN MIND WHEN CHOOSING A MORTGAGE

To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.

05/15/2026

It’s not too late to learn how to protect yourself and your family from becoming victims of fraud. Watch our webinar hosted by IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, SVP Financial Services, as they discuss:
• The latest scam trends affecting Canadians.
• Key red flags to watch for.
• What to do if something seems suspicious.
• How IG Wealth Management helps protect clients.

Watch now: https://event.on24.com/wcc/r/5282076/89690B9E87E06FEF599BD24991582DC8

05/14/2026

IS YOUR MORTGAGE WORKING FOR YOU?

To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.

05/13/2026

I am looking to add an Administrative Assistant to my practice.

What we're offering:
- Flexible part-time schedule to start; with opportunity to extend into a full time role.
- Professional and Supportive work environment
- Exposure to the financial advisory industry

Key Responsibilities
- Manage calendars and coordinate client appointments
- Prepare and maintain client documentation and records
- Provide administrative support including correspondence and reporting
- Assist with client communications and follow ups
- Ensure confidentiality and adherance to industry standards

Ideal Candidate would have the following qualifications
- 2+ years administrative experience (financial services are an asset)
- Strong organizational and time management skills
- Excellent verbal and written communication abilities
- Proficiency in Microsoft Office (Outlook, Word, Excel, Teams, and Bookings)
- Ability to manage multiple priorities independently

If you know anyone who would be fitting for the role or would like to apply please send your resume to [email protected] with the subject "Administrative Assistant"

It takes a community. Let’s walk together during the last weekend of May to support the Alzheimer Society in the IG Weal...
05/11/2026

It takes a community. Let’s walk together during the last weekend of May to support the Alzheimer Society in the IG Wealth Management Walk for Alzheimer’s.

Share who you’ll be walking with using .

05/04/2026
05/04/2026

Did you know that even Canadians with accountants can miss out on tax savings? Get complimentary access to interVal to uncover tax-saving opportunities. Contact me to learn more.

Address

144 Pine Street Suite 101
Greater Sudbury, ON
P3C1X3

Telephone

+17059200454

Website

https://www.fpcanada.ca/planner-directory/planner-detail/346773, https://in

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