Profiles of Excellence: Investors Group

Wealth means much more than simple dollars and cents. It can include future goals, personal values, family priorities, and much more – but making plans around wealth can seem a daunting task to tackle without help.

That’s where Harjit Sandhu with IG Wealth Management comes in. As an adviser, Sandhu can help clients look at the big picture – where they’ve come from, where they are today and where they want to go – and create a personalized path with advice and guidance.

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“That’s my role here, is to really help people navigate through the planning while looking at all the pieces of the puzzle,” he said. “That doesn’t mean just looking at investments but considering a variety of areas: tax planning, tax advice, insurance advice, estate planning, budgeting, cash flow management, debt management. It’s a full spectrum of services.”

IG Wealth Management, previously known as Investors Group, specializes in providing services that fit a diverse and highly personalized set of needs, because there’s really no such thing as one-size-fits-all when it comes to financial planning.

“We see a lot of different people, a lot of different situations and goals,” said Sandhu. “Being able to respond to that, find good solutions, and help people feel confident about their decisions is really a primary goal.”

Sandhu says that many people can feel uncertain, nervous, or even frightened when it comes to money conversations or planning for the future, but there’s no need to be wary. It’s not uncommon for people to have little to no formal education or understanding of how investing, retirement planning, debt management, or tax planning works.

“That’s why people come to us,” he said. “We have the knowledge and information to help guide them. People don’t need to feel nervous about that, we’re not here to judge but to help.” Sandhu’s experience and commitment to his clients has helped him build a strong reputation in the industry. Many people reach out to him because of word-of-mouth referrals.

“When a client has no hesitation recommending you to friends and family, that feels great,” he said. “That’s excellence to me, when you’ve done your job to the degree that people want to tell others about your work.”

His client base has continued to grow year over year. In fact, he’s preparing to move his team to a larger office space in the Metrotown area in 2020, which will allow him to continue serving clients not just in Burnaby but throughout the region.

“I love the work that I do, and being part of IG Wealth Management allows me to help so many people. That’s a wonderful feeling,” he said.

IG Wealth Management first opened in 1926, and has 100 offices nationally with headquarters in Winnipeg. It is part of the Power Financial Group of companies, which includes Great West Life Co., Canada Life, Freedom 55, Mackenzie Financial and Putnam Investments.

Sandhu notes that IG Wealth Management has a strong commitment to the communities it serves, including being donors or supporters for local-level organizations, such as South Burnaby Neighbourhood House and the Burnaby Rotary Club. Sandhu’s work in financial planning has been recognized over the years within IG Wealth Management with a variety of awards.

For more information about the Profiles of Excellence and the services they provide, please click here.

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