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Prospective clients

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Current clients

Trevor Krall

Executive Financial Consultant

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Lionel Williams

Senior Financial Consultant

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By providing my telephone number and/or email address above, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

Frequently asked questions

  • Why should I work with a financial advisor?

    Financial planning is complex and it can be daunting to tackle it on your own when you have a lot of other things competing for your time. We ask the relevant questions, offer an objective perspective when it comes to making wealth-related decisions, and work with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • What information will you need from me to create my comprehensive financial plan?

    We will start by discussing your current and future goals, followed by any initial concerns you may have. Next, to ensure we can provide a comprehensive plan, we will need current investment and bank account statements, insurance policies, and details on outstanding debts and monies owed, your most recent tax returns, a household budget (if you have prepared one) and plans for travel, large purchases, or helping children with education, home ownership or other pursuits.

Contact

Krall & Williams Group Wealth Management
P: (403) 343-7030

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Investors Group Financial Services Inc.

Connect

Trevor Krall
trevor.krall@ig.ca
    

Lionel Williams
lionel.williams@ig.ca
    

Rochelle Enriquez
rochelle.enriquez@ig.ca
 

Megan Callihoo
megan.callihoo@ig.ca
 

Location

5441 45 St #120,
Red Deer, AB T4N 1L2

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