Toban de Rooy - IG Wealth Management

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Toban de Rooy - IG Wealth Management CERTIFIED FINANCIAL PLANNER - CFP® CLU® TEP® FCSI® MFA-P® RRC®
IG Wealth Management Inc. https://www.investorsgroup.com/en/legal/disclosures

As a CFP® professional I am equipped to provide financial planning strategies and solutions to all! Certified Financial Planner CFP® CLU® TEP® FCSI® MFA-P® RRC®
IG Wealth Management Inc.

08/31/2026

It’s important to integrate an inheritance into your financial plan as tax efficiently as possible. Let’s discuss your options.

A prospective client once asked me, “What makes you different from everyone else?”My answer: I listen. I listen so I can...
08/19/2026

A prospective client once asked me, “What makes you different from everyone else?”

My answer: I listen. I listen so I can understand your goals, your story and your values. Then we build a plan around you, not just your money.

That’s what real advice looks like

07/31/2026

During our regular plan reviews, we make sure that you’re not leaving any potential tax savings on the table. Book a meeting with me to explore tax efficiencies for your plan.

07/14/2026

I can run “what if” scenarios on your retirement income plan to show you the impact of market volatility and help you future-proof your plan. Contact me for a no-obligation second opinion on your plan.

06/18/2026

If you’re part of a blended family, it’s extremely important to look at your will and how you name beneficiaries. If you’d like to talk about how to get the process started, book a meeting with me using [email protected]" rel="ugc" target="_blank">https://www.ig.ca/en/estate-mistakes?aemail=[email protected]

06/11/2026

Life should be about balance; you can save for the future while still enjoying your money today. I can build a tax-efficient savings strategy for you that will help ensure you hit your retirement goals while maximizing your current lifestyle. Reach out so we can discuss your options.

Address

3694 Mackenzie Avenue
Powell River, BC
V8A3E8

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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