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Effective URL: https://advisor.investorsgroup.com/en/brandon_bailey
Submission: On July 24 via api from US — Scanned from CA
Effective URL: https://advisor.investorsgroup.com/en/brandon_bailey
Submission: On July 24 via api from US — Scanned from CA
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BRANDON BAILEY
CFP CLU RRC
Executive Financial Consultant
Investors Group Financial Services Inc.
* Contact Info Phone
* Email me
* Phone (403) 253-4840
* Mobile (403) 815-9594
* Fax (403) 253-4149
Email
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ABOUT —
Life is constantly changing, which is why you need a plan, and a pro-active
advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and
changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for
today and tomorrow that allow you to embrace all of life’s possibilities.
Our IG Living Plan is a detailed financial plan that takes your entire life into
account and is reviewed and updated regularly. We want to ensure that you have
the financial resources to stay on track and meet all your goals. We also
believe in building long-term relationships with clients so that we can help you
and your family explore all your options at every stage of your life.
Whatever your short or long-term financial goals – buying a home, paying for
education, reaching your retirement goals or leaving a legacy – we will work
with you to develop a tailored-to-you IG Living plan that covers all aspects of
your financial life.
TEAM —
CHRIS CLEARY
Senior Financial Consultant
View Bio
Phone (403) 253-4840 Email chris.cleary@investorsgroup.com
Transcript
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that
affect your financial situation require real answers. As life changes, a real
financial plan adapts with you.
GENERAL INQUIRIES —
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#100 - 37 RICHARD WAY SW
CALGARY, AB T3E 7M8
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* Contact Numbers
* Main (403) 253-4840
* Mobile (403) 815-9594
* Fax (403) 253-4149
EMAIL
brandon.bailey@ig.ca
LET’S TALK —
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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It’s not easy to talk about estate planning; after all, who wants to think about
what might happen when they’re no longer here? It’s also a complicated topic,
covering investments, tax and real estate, not to mention hard-to-navigate
family issues. There’s far more to it than just making a will — find out exactly
what’s involved in estate planning. As a result, many people make mistakes or
forget important steps when developing their estate plan, which can lead to
trouble for their loved ones.
Learn more
MORTGAGE RENEWAL: WHY YOU SHOULD NEVER AUTO-RENEW YOUR MORTGAGE
Over the next two years, almost half of all Canadian mortgages will come up for
renewal. This is something that typically happens to most mortgage holders every
five years or so.
Learn more
A LIVELY START TO THE YEAR BREEDS OPTIMISM
It’s Spring, and green is showing up everywhere. Is it a trader's dream or a
signal of caution?
learn more
SHOULD YOU INVEST FOR RETIREMENT OR PAY OFF YOUR MORTGAGE?
When interest rates are high, people often think it’s better to pay off their
mortgage rather than save. But is it the right choice? We’ll help you decide.
Learn more
THE LITTLE-KNOWN TAX BENEFITS OF LIFE INSURANCE
Most people think of life insurance as a necessary expense. It’s something that
you almost begrudgingly pay for, in the hope that you’ll never need it, but with
the expectation that it will protect your family’s finances, should the worst
happen.
Learn more
2024 FEDERAL BUDGET HIGHLIGHTS
The Canadian government presented the 2024 federal budget on April 16, and it
contains several proposals of interest to Canadians. Here are the highlights of
the budget proposals.
Learn more
HOW TO AVOID MISTAKES WHEN MAKING A WILL — AND OTHER ESTATE PLANNING TIPS
It’s not easy to talk about estate planning; after all, who wants to think about
what might happen when they’re no longer here? It’s also a complicated topic,
covering investments, tax and real estate, not to mention hard-to-navigate
family issues. There’s far more to it than just making a will — find out exactly
what’s involved in estate planning. As a result, many people make mistakes or
forget important steps when developing their estate plan, which can lead to
trouble for their loved ones.
Learn more
MORTGAGE RENEWAL: WHY YOU SHOULD NEVER AUTO-RENEW YOUR MORTGAGE
Over the next two years, almost half of all Canadian mortgages will come up for
renewal. This is something that typically happens to most mortgage holders every
five years or so.
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