Contact Information
Address:
4515 Central Boulevard, Metrotower III, 8th floor, Burnaby, BC V5H 0C6
Phone:
Website
https://www.methorstandassociates.ca/
Methorst & Associates Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1995. Vancouver and the lower mainland's finest Financial Planning and Financial Advisor Services. Our team will: Simplify your entire financial life Create peace of mind by reducing your financial concerns Guide you through critical financial events Deliver tax-efficient strategies across all aspects that improve your financial position Proactively adjust your plan as opportunities are identified Retirement specialists
4515 Central Boulevard, Metrotower III, 8th floor, Burnaby, BC V5H 0C6
https://www.methorstandassociates.ca/
Professional Business Description for IG Private Wealth Management - Dean Methorst, CFP RRC
Nestled within the prestigious Metrotower III on Central Boulevard in Burnaby, British Columbia, IG Private Wealth Management, represented by Dean Methorst, CFP RRC, offers sophisticated financial guidance tailored to the unique needs of local individuals and families. Located specifically at 4515 Central Boulevard, 8th floor, Burnaby, BC V5H 0C6, our office is dedicated to providing personalized wealth management solutions right here in the heart of Burnaby.
At IG Private Wealth Management, we understand that managing finances can be complex. Our approach focuses on creating a clear, actionable financial plan designed to help you achieve your specific long-term goals. Dean Methorst brings extensive experience and a commitment to fiduciary responsibility to his practice. He works closely with clients at our Burnaby location to build comprehensive strategies covering investment management, retirement planning, tax optimization, and estate succession.
We believe that effective wealth management is deeply personal. It requires understanding not just your assets, but also your aspirations, risk tolerance, and life vision. Our team at 4515 Central Boulevard is focused solely on delivering customized advice that aligns with your objectives, helping you navigate market fluctuations and make informed decisions to secure your financial future in Burnaby and beyond.
Whether you are looking to grow your investment portfolio, plan for retirement, or ensure a smooth transition of assets for future generations, Dean Methorst and the IG Private Wealth Management team at our Burnaby office are here to provide expert guidance. We pride ourselves on our local presence and our ability to deliver sophisticated financial solutions tailored specifically for clients residing and working in the Burnaby area.
Contact us today at +16044310117 or visit our website at https://www.methorstandassociates.ca/ to learn more about how our wealth management services can benefit you from our Burnaby location.
Frequently Asked Questions (FAQs)
Q1: What specific services does IG Private Wealth Management offer to clients at the Burnaby office?
A1: Our Burnaby office provides comprehensive private wealth management services, including personalized investment management, retirement income planning, tax-efficient strategies, comprehensive estate planning, and guidance on risk management and insurance needs. We focus on creating tailored financial plans for individuals and families based on our location at 4515 Central Boulevard.
Q2: How does the financial planning process work at IG Private Wealth Management?
A2: The process begins with a confidential consultation at our Burnaby location (4515 Central Boulevard). We gather detailed information about your financial situation, goals, and values. This leads to the development of a customized financial plan designed specifically for you, which we review and refine over time based on your changing needs and market conditions.
Q3: Are the financial advisors at the Burnaby office qualified and experienced?
A3: Yes. Dean Methorst, CFP RRC, is a Certified Financial Planner™ Registered Representative with recognized credentials and extensive experience in providing financial advice from our Burnaby office. He adheres to the highest ethical standards and is committed to acting in your best interest.
Q4: Can I meet with an advisor at the Burnaby office?
A4: Absolutely. We offer personalized meetings at our Burnaby office located at 4515 Central Boulevard, 8th floor. This allows for in-depth discussions and a comfortable environment to discuss your financial future.
Q5: What is the typical fee structure for services at IG Private Wealth Management?
A5: Fees are based on a transparent, value-based structure outlined during your initial consultation at our Burnaby location (4515 Central Boulevard). This structure is clearly communicated before any services are rendered and is designed to align our interests with yours.