Our 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.

 The relationship I have with IG through Paul Bourgeault is an important component of my financial health and prosperity. Paul’s not a contractor but a true partner because I strongly believe we’re in this together for the long term. 

Grant H., client since 1995


 We have been fortunate to have worked with Paul Bourgeault since 1996. We have been treated with an extremely high level of professionalism. The service and advice that we receive from Paul is excellent and our interest always comes first. Regular meetings are organized around our schedules, allowing us to personally follow the growth of our investments. The advice he has provided us over the last 2 decades, has enabled us to both enjoy our money today and it has provided us with a nest egg for us when the time to retire arrives. Working with Paul and Kelly has been open and honest and we will continue to stay the course with his team. 

Mark and Tracy F., clients since 1996


 It gives me great pleasure to provide a reference for Paul Bourgeault. Paul has exclusively managed all my investments with great skill and protected them. He is both kind and helpful with his professional knowledge. I would highly recommend Paul to everyone looking for someone to help them plan for their future. 

Dr. Roger S., client since 2005


 Several years ago, we started our savings and financial planning with Paul Bourgeault. We were impressed by his knowledge, listening skills, sense of humor, professionalism and most of all honesty. Our task seemed daunting, but Paul assured us if we followed his plan we would reach our target. Our plan came to fruition and we are now enjoying the benefits. Our trust in Paul is immeasurable. 

Steve and Linda S., clients since 1999