IG Private Wealth Management - Mazziotti & Associates

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IG Private Wealth Management - Mazziotti & Associates John Mazziotti,
Executive Financial Consultant, IG Wealth Management Inc., Mutual Funds Division

At Investors Group Financial Services Inc., we create wealth, retain and secure peace of mind for clients. We will act with integrity and deliver the highest quality service at all times. Bring us your dreams and we’ll help you get there

Your written plan will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events. The planning process begins with you in mind.

•STEP 1: a meeting to discuss your goals and objectives.

•STEP 2: a financial review where we gather data and conduct a personal financial review using our comprehensive investment questionnaire and other data-gathering tools and resources.

•STEP 3: analyzing data using our own sophisticated, proprietary financial planning and Symphony Strategic Investment PlanningTM asset allocation software to provide potential strategies and recommendations based on numerous scenarios and projections in consultation with you.

•STEP 4: preparing your written plan – this is presented with our recommendations and an explanation of projections and how to best get you from here to there.

•STEP 5: the implementation of your plan.

•STEP 6: regular reviews.

10/22/2026
Many snowbirds are dipping their toes in new waters looking for potential landing spots for future years. https://tinybf...
10/15/2026

Many snowbirds are dipping their toes in new waters looking for potential landing spots for future years. https://tinybfs.com/t/Go4LKU

10/15/2026
10/11/2026

Fraudsters are creating fake profiles impersonating financial advisors. Be fraud aware.
IG is helping Canadians stay informed about fraud risk: ig.ca/en/legal/fraud

10/06/2026

Find out what happens if you die without leaving a will, how it will impact your family and friends, and how your money and assets will be shared out.

Read more: https://ow.ly/Z5XE50ZSNyK

10/02/2026

October marks Latin American Heritage Month, a time to celebrate the diverse cultures, histories and contributions of Latin American communities in Canada. It is an opportunity to learn more about the many experiences and perspectives that enrich our workplaces and strengthen our communities. This year, we are proud to recognize the launch of IGM’s Latin Business Resource Group, creating new opportunities for connection, community and belonging across our organization.

09/28/2026
09/24/2026

Address

1743 Lansdowne Street W
Peterborough, ON
K9K1R2

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

705-876-1282

Website

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