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/
IG Private Wealth Management - Dean Methorst, CFP RRC
Located at 4515 Central Boulevard, Metrotower III, 8th Floor, Burnaby, BC V5H 0C6, IG Private Wealth Management, led by Dean Methorst, CFP RRC, offers sophisticated financial guidance tailored to individuals and families in our immediate community. Our firm is dedicated to providing personalized wealth management solutions, recognizing that effective financial planning requires a deep understanding of local economic conditions and personal life circumstances.
At our Burnaby office, we focus on delivering comprehensive financial services designed to help clients achieve their unique financial goals. Our approach integrates investment management, retirement planning, tax strategy, and estate planning, all viewed through the lens of our clients' specific situations and aspirations. We believe that by understanding the nuances of the Burnaby area, we can provide more relevant and impactful advice.
Dean Methorst, our Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC), brings extensive experience and a client-focused philosophy to our practice. He works closely with each client to build a customized financial plan that addresses their short-term needs and long-term objectives. Our commitment is to provide ongoing support and strategic advice, adapting our recommendations as life circumstances and market conditions evolve.
Our team at IG Private Wealth Management is dedicated to transparency, integrity, and proactive financial management. We believe in clear communication and empowering our clients with the knowledge they need to make informed decisions about their financial future. Whether you are looking to build wealth, secure your retirement, or navigate complex financial transitions, our Burnaby location is your dedicated resource for expert financial guidance.
We pride ourselves on the personalized attention given to each client, ensuring that the sophisticated strategies we employ are accessible and relevant to achieving success right here in Burnaby. Our team is readily available to discuss your financial picture and explore how our services can be tailored to meet your specific needs.
For more information about our services or to arrange a consultation, please visit our website at https://www.methorstandassociates.ca/ or call us directly at +16044310117.
Frequently Asked Questions
Q1: What financial services do you offer from your Burnaby office?
A: Our Burnaby location provides comprehensive private wealth management services, including personalized investment management, retirement planning, tax optimization strategies, and estate planning consultation, all tailored to clients residing locally.
Q2: Who is the financial advisor at your Burnaby branch?
A: Our Burnaby office is led by Dean Methorst, a Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC), who provides expert guidance and oversight for our local clients.
Q3: Can I meet with an advisor at your Burnaby location?
A: Yes, clients residing in or near Burnaby are welcome to meet with Dean Methorst at our office located at 4515 Central Boulevard, Metrotower III, 8th Floor, Burnaby, BC V5H 0C6.
Q4: How does your wealth management approach benefit Burnaby residents?
A: Our localized focus means we consider factors specific to the Burnaby area when developing financial strategies, aiming to provide relevant and effective solutions for our local clients.
Q5: Are your investment strategies customized for individual clients?
A: Absolutely. We believe each client's financial situation is unique. Our Burnaby team develops customized investment strategies designed specifically for the goals and risk tolerance of each individual client.