Joe Murray
B.Comm, CFP, RRC, CEPA
I began working as a financial advisor with IG Wealth Management in 2012 after graduating University of Guelph with an Honours degree in Economics. Since then, I’ve been on a perpetual quest for knowledge, and my passion for learning has driven me to earn a multitude of specialized designations in the world of personal finance.
Working closely with families and business owners over the past 12 years, I have grown an affinity for retirement and estate planning. Helping clients transition to their ‘third act’ with confidence, clarity and conviction is one of the most rewarding parts of my role.
Embracing a holistic financial planning approach enables our team to consider not only financial outcomes but also the profound impact on personal lives and the broader community. We view wealth as a transformative tool, empowering clients to achieve their goals, support their families, and contribute to meaningful philanthropic endeavors. We diligently strategize to mitigate tax implications, ensuring that clients keep more of what they've worked so hard to earn. With this comprehensive perspective, we forge a path toward financial success that goes beyond numbers, creating a legacy for generations to come.
Ultimately, I'm here to listen. To understand clients’ dreams, goals, and aspirations. Together, we craft personalized roadmaps that allow them to live to their full potential.