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.
Mike and his team have been great to work with. As an entrepreneur, I like to be razor-focused on the success of my business and not worried about money management. That said, I recognize the vital importance that smart financial planning has in ensuring my family is set up comfortably for the years to come. Mike and his team have been true professionals in helping me structure my corporation strategically and recommending savvy tax planning solutions. It's been comforting working with a team I trust and to feel confident I have the best long-term plan for growing my wealth.
Konstantine’s vast knowledge coupled with extraordinary service is rare in the financial industry… or any industry. Initially, he deftly guided our family through my mother’s Estate Account and continues to do so. He also now assists my husband and myself in managing our Retirement Funds. If we have a question, Konstantine responds immediately and if necessary, follows up with any concrete action, no matter how complex or simple. He continually reaches out to us to ensure our absolute satisfaction and warmly welcomes any communication we initiate through email or phone which is so reassuring. Konstantine is utterly dedicated to ensuring the best outcomes in every situation. A genuine, honest, kind human being who takes his responsibilities for his clients’ financial welfare to heart, we feel we have ‘struck gold’ on many levels!
Konstantine has been my financial consultant for 5 years and has consistently provided me with exemplary service. From our initial meetings I was impressed with his very personal approach and his ability to translate complex concepts into concise and easily understood solutions. As a business owner I have very little time to waste and so I appreciate his team’s attention to detail and his presentation of material in a clear and concise manner. He conducts himself with the utmost professionalism and comes extremely prepared to all our meetings. I would and have recommended him without reservation.
We have worked with Konstantine and his group since 2019. During that time we have received excellent client service. Specifically, we have been impressed by his ability to listen to our concerns and his ability to accurately gauge our tolerance of financial risk. He articulates options in a clear and understandable manner without ever talking down to us. We especially appreciate his proactive and timely approach to customer service as he regularly checks with us and is on top of important decision-making timelines. We have a respectful and professional relationship with him.
Mike and Konstantine, I am absolutely delighted with your service. It is refreshing to work with financial advisers who are truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way you took the time to get a feeling for where I was and what I was trying to accomplish, your depth of knowledge, lateral thinking, and common sense approach. I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without it feeling too large or institutional. They always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. I feel like you know the whole picture and if anything happened to me now, I know my family will be well looked after.
Jane and I are very pleased that we have handed our retirement dollars into the trusted and capable hands of Konstantine. Konstantine has spent unhurried time with us, explaining the various aspects and requirements of our funds, in the areas of banking, investment, government requirements and so on. His presentations to us have been clear and simple to understand even when complex matters are being considered. Working with Konstantine is a pleasure, and the interest, work and sustained positive results have been a blessing to us, especially in areas where we have had little understanding of in the past.
I have known Teresa for almost 15 years. During this time, I have found her to be a dedicated professional, honest, discreet, and does her best for me at all times. She assists me with all aspects of my personal finance, including liaising with my lawyers and accountants. She is also utterly reliable, always available, and importantly, has become a good friend. I don’t know what I would do without her.
I have developed growing confidence and respect for Teresa over the last 20 years or so as my financial advisor. She has provided intelligent explanations and thorough discussions about the markets and allayed my fears when needed. In addition, she has provided me with confidence to transfer funds from my bank’s mutual funds to IG. The annuity I purchased has also proven to be invaluable. When I feel confused or distressed about the market, her patience has been greatly appreciated. As I’m a widow now with grown children and need to make wise decisions about my vacation plans, retirement assets, and bequests, these are all topics I can freely discuss with Teresa. I would be remiss if I didn’t highlight her personal concern for me as a client. In sickness and in health, she has provided superior kindness and generosity with her time. As my sons and their partners have chosen to join IG, they too have benefitted from a lowered advisory fee. Anyone considering Teresa Loy and IG would have their expectations honoured.
Almost 20 years ago, a mutual friend introduced me to Teresa Loy. From our first meeting to this day, Teresa has managed the Financial part of my affairs. Her expertise, knowledge, sound judgement, attention to detail and caring nature combine to make her the best in her field! She is a valued member of my "Family"!
Teresa Loy has been my Financial Advisor for 15+ years. She has impressed me with her extensive knowledge, her superb analytical skills, her ability to tailor to my specific needs, and her diligence in keeping me informed of my investment portfolio. Being a very busy physician, I have few spare moments for my personal finance, and need to depend on a trustworthy Financial Advisor to handle my investments. Teresa has been extremely capable in meeting my specific needs, often responding to my questions within the same day. Besides counselling me on my investments, she has also assisted in reviewing my corporate and personal tax returns over the years, having found errors in the last couple of years, which necessitated corrections that were to my benefit. I am blessed to have Teresa as my Advisor. Her always present smile and fantastic personality has made our interactions pleasant experiences.