Jacques Martel - IG Wealth Management

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Jacques Martel - IG Wealth Management Investment Planning is a Process Not an Event. My mission is to offer sound financial solutions to help clients attain their financial goals and needs.

Senior Wealth Advisor, BA, RRC, CFP, at IG Wealth Management Inc., Mutual Fund Division
We create a Holistic Financial Plan: Investments, Insurance, Estate, Mortgage planning, Family Protection, Group Plans, Business Planning and much more. I will improve clients’ quality of life by building lasting relationships and providing personalized financial solutions centered around their needs; first, last and always. I am also pleased to offer my services in French! Prior to joining IG Wealth Management, I had more than 20 years working in a family business and operating my own companies. Having a strong background in business, I look forward to implementing a plan to help you meet your goals. While raising four boys I also devoted time as a school board trustee and helped with many other groups and charities in the community. I am caring, honest, and enjoy helping others fulfill their goals. I treat clients with utmost respect, admiration and confidentiality. Helping clients attain their goals will be my focus, drive, and reward. All clients will get my full review which comprises of eight essential steps. Each step is strategically put in place to maximize their financial plan and insure it remains on course throughout the various stages of their lives. At IG Wealth Management we provide focus and direction. We support our communities by participating in a wide variety of charitable organizations. We are proud, confident, professional, ethical planners. I would be delighted to sit with you at your leisure and go over any goals, concerns, and build your financial plan.

10/26/2026
When markets swing, it’s easy to second-guess your plan. Ask yourself: - Do I have a strategy built to handle volatilit...
10/23/2026

When markets swing, it’s easy to second-guess your plan. Ask yourself:

- Do I have a strategy built to handle volatility?

- Am I making decisions based on headlines or on my long-term goals?

- Do I know how much risk I’m really comfortable with?

Markets have always experienced ups and downs. The question is: how ready are you to stay the course?

Let’s talk about how to bring more clarity and confidence to your investment approach.

It’s easy to assume it’s just about net worth, but for many people, wealth is about freedom, security, or the ability to...
10/20/2026

It’s easy to assume it’s just about net worth, but for many people, wealth is about freedom, security, or the ability to make a difference.

The most effective financial plans start by defining what matters most and putting you at the centre of it all.

Let’s talk about how to build a strategy around your version of wealth.

Here’s something I’ve seen from many successful clients:They want to support causes close to their hearts, but aren’t cl...
10/16/2026

Here’s something I’ve seen from many successful clients:

They want to support causes close to their hearts, but aren’t clear on the financial trade-offs. The truth is, when done right, giving can be both impactful and strategic.

Charitable giving can reduce your tax burden, support future generations, and reinforce the values you want to pass on. From donor-advised funds to gifts of appreciated securities, there are tools to help you give wisely, without compromising your long-term plan.

And just as importantly, your giving can shape how your family thinks about wealth, responsibility and legacy.

Let’s talk about how philanthropy can be foundational to your life story.

What do your children think they’ll inherit?(Hint: it’s not just money.)Here are three key questions to get the conversa...
10/02/2026

What do your children think they’ll inherit?

(Hint: it’s not just money.)

Here are three key questions to get the conversation started.

Look them over, then let’s talk about how to build a plan that puts you at the centre, reflects your values and supports your family’s future.

It’s not about big swings, last-minute moves or chasing loopholes.What works is a steady approach that smooths income, u...
09/25/2026

It’s not about big swings, last-minute moves or chasing loopholes.

What works is a steady approach that smooths income, uses tax brackets intentionally and supports long-term goals.

That’s how you minimize tax over a lifetime, not just a single year.

Click to explore a more strategic way to think about tax.

Fraudsters are creating fake profiles impersonating financial advisors.If you receive a suspicious message from someone ...
09/21/2026

Fraudsters are creating fake profiles impersonating financial advisors.

If you receive a suspicious message from someone claiming to be me, don't respond. Call me directly.

Be fraud aware.

If something feels off, reach out to me directly. Your security means everything to me. Be fraud aware.IG is helping Can...
09/16/2026

If something feels off, reach out to me directly. Your security means everything to me. Be fraud aware.

IG is helping Canadians stay informed about fraud risk: ig.ca/en/legal/fraud

SOCIAL MEDIA IMPERSONATIONDon’t get scammed.If something feels off, reach out to me directly. Your security means everyt...
09/09/2026

SOCIAL MEDIA IMPERSONATION
Don’t get scammed.

If something feels off, reach out to me directly. Your security means everything to me. Be fraud aware.

IG is helping Canadians stay informed about fraud risk: ig.ca/en/legal/fraud

Address

1730 Regent Street
Greater Sudbury, ON
P3E3Z8

Telephone

+17059200454

Website

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