Troy Hale Team Intro Card

Meet your IG Wealth Management team Troy Hale B.Mgt, CFP , PFP FINANCIAL CONSULTANT

Investors Group Financial Services Inc.

Tel: (403) 527-9927 Troy.Hale@ig.ca 1324 SOUTHVIEW DRIVE SE MEDICINE HAT AB T1B 4E7 facebook.com/troyahale linkedin.com/in/troyhale www.twitter.com/igwealthmgmt advisor.investorsgroup.com/en/Troy_Hale

Your IG Wealth Management team Troy Hale

B.Mgt, CFP , PFP

Financial Consultant At IG Wealth Management, we know that today, good financial advice is more important than ever. I take a long-term approach to planning. I believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. I believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.

As an IG Wealth Management client, you will be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada.

We all work to help ensure your financial plan meets your needs in both the short and long term. Whatever your short or long-term financial goals. I will work with you to develop a plan to help get you there.

Complete financial services for individuals and corporations.

PRODUCTS AND PLANS • • • • • • • • • • • • • • • • • • •

Mutual funds Registered retirement savings plans (RRSPs) Tax-free savings accounts (TFSAs) Registered retirement income funds (RRIFs) Life income funds (LIF) Locked-in retirement accounts (LIRAs) Locked-in retirement income funds (LRIFs) Registered education savings plans (RESPs) Registered disability savings plans (RDSPs) Annuities Charitable Giving Program Guaranteed investment certificates (GICs) Guaranteed investment funds (GIFs) Individual pension plans Lifetime income benefit Managed asset program (iProfile) Portfolio funds Tax-advantaged funds (Corporate Class) Brokerage products such as stocks and bonds1

INCOME PROTECTION • • •

Life insurance Accident/ sickness Critical illness

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Long-term care Health and dental

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Lines of credit

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Savings Credit cards

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LENDING • •

Mortgages Loans

SHORT-TERM • •

Money market funds Chequing

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GROUP PRODUCTS • • • •

Insurance RRSP TFSA Group Pension Plans

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Voluntary retirement savings plans (VRSP)

Specialist support We work with a team of professionals who specialize in areas such as tax and estate planning, securities, insurance, mortgages and more, to ensure our personalized approach addresses all of your financial concerns.

Colin Innes

Insurance and Estate Planning Specialist I.G. Insurance Services Inc.

Sheldon Simoes

Mortgage Planning Specialist I.G. Investment Management Ltd.

Jamie Berard

Wealth Planning Specialist I.G. Investment Management Ltd.

1Brokerage offered through Investors Group Securities Inc. (in Québec, a firm in financial planning)

About IG Wealth Management For over 90 years, we have believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.

Whatever your plans, our personalized approach to financial planning can help make them a reality. Let us help you provide for the people you care about.

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A Canadian pioneer in financial services since 1926 Serve approximately one million Canadians Offices from coast to coast A member of the Power Financial Corporation group of companies Investors Group Inc. is a wholly owned subsidiary of IGM Financial Inc., one of the country’s largest managers and distributors of mutual funds and other managed asset products with approximately $160 billion in total assets under management1

ig.ca

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1Assets under management figure as at July 31, 2018 Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company. Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd. Inquiries will be referred to a Mortgage Planning (Agent) Specialist.

Banking products and services are distributed through Solutions BankingTM. Solutions Banking products and services are provided by National Bank of Canada.

TM Solutions Banking is a trademark of the Power Corporation group of companies. IG Wealth Management and design are trademarks owned by IGM Financial Inc. and licensed to its subsidiary corporations. National Bank of Canada is a licensed user of these trademarks.

Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company. Investors Group Guaranteed Investment Funds are segregated fund policies issued

by The Canada Life Assurance Company. The IG Wealth Management Charitable Giving Program is offered together with the Strategic Charitable Giving Foundation, which operates independently from IG Wealth Management. Donations are irrevocable and vest with the Foundation. This information is general in nature and not intended to be professional tax advice. Please read the Program Guide for complete details, including fees and expenses.

Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. © Investors Group Inc. 2016 CVP1868MA_E (04/2020)