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.


 Mark Mertens has been our financial advisor for a decade and a half. He has guided us through the process of saving for retirement and then, when we actually retired, he was invaluable in helping plan our budget and administering our funds. Just before our retirement, he introduced us to his associate, Carole Kuypers. She is instrumental in handling the day to day transactions.

Mark and Carole are an impressive team, both professional and personable. Their attention to detail, availability and follow up gives us great peace of mind. Seeing how they respect and trust each other really inspires confidence. They have launched us into retirement with capable and caring hands and we feel very lucky to have found this team.  

Tom W. and Bob B.


 I have always felt that Mark’s knowledge of all things financial, because of his accounting and tax background is beyond what a typical financial advisor has to offer.

You don’t know what you don’t know until you face a financial crisis, such as a death of a loved one. Mark helped us go through every document, summarizing it all in a clear and concise way, which  has proven to be invaluable. He communicates with us in an easy to understand manner and does not talk down to us. He knows what we are trying to say even if we are fumbling for words to describe our particular situation.

Mark takes all the moving parts and puts it together so that it makes sense to us. I can highly recommend him to anyone who is looking for a professional financial advisor. He is so much more than your typical advisor. 

Marcy H., Edmonton


 We have been working with Carole for over 5 years. When we first met Carole, she was able to give us a very good understanding of where we were at with our financial goals, and what things we would need to do to achieve them. She did a thorough review of everything we had and made great suggestions for us.

We appreciate that Carole is so knowledgeable in all aspects of her business. We ended up moving all of our investments and insurance products to her to manage for us. She is in contact with us every few months to check in and see how things are going, and we always enjoy our time together when we do our big annual review.

We went into our relationship with Carole having a decent understanding of investing and markets, and have learned even more since then. Carole takes the time to teach us, and make sure that we understand what the risks and returns are, and also makes sure it fits our investing style. There is never any pressure to buy any products, she always shares what she thinks would be best for us, and we have the opportunity to say yes or no. Her suggestions are always on point, and very relevant to the current life situations we are in.

We fully trust that Carole has our best interests in mind, that we aren’t just a number, and that she truly cares about us and our family. It’s become so much more than a business partnership, it’s become a true friendship. 

Kelly and Michael D., Edmonton


 Carole and I have been friends for over 13 years and have collaborated on numerous projects and events. It was no surprise to me, nine years ago, when Carole joined IG Wealth Management. After owning and operating a successful business, Carole chose the financial planning industry because of her desire to help others and share her wealth of knowledge.

Carole’s gentle nature immediately puts you at ease from the moment you meet her. Her genuine care for clients puts your mind at ease knowing you can trust her with your financial interests.

I have personally referred dozens of family members and colleagues to Carole. As a business owner myself, I know the importance of a trustworthy referral and have faith in her ability to put her clients’ needs first. 

Delores V., Edmonton