Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Huebert & Associates is morally grounded in their values and with their advice to the point where they have steered us in directions that we know are beneficial to us, and not to them financially. They have the same high values for family as we do. They continue to give back to their community and clients. The team is always in touch to make sure we are happy, satisfied and moving towards our ultimate goals. I can’t imagine trusting my financial future with anyone else.
Peter has been our financial advisor for over five years. We have been with IG for over 40 years. He is the fourth advisor we’ve had and one of the best. He is always easy to contact whether by phone or email and is very prompt in dealing with our questions or requests. He comes to our home two or three times a year and takes the time to discuss our investments, answer our questions, and explain any changes. We have a sense of security about our investments and confidence in the advice he provides.
We were looking for someone to provide us with professional guidance and financial planning expertise and we found it in Huebert & Associates. They were highly recommended to us and had a very good reputation with IG Private Wealth Management and within the financial planning industry. During our initial meetings we were able to see that the team was not only very experienced but also very organized with a very structured and detailed plan for financial success. Prior to being with Huebert & Associates, our retirement finances were in a state of disarray and uncertainty. The flaws with our previous financial plan were quickly identified and then a plan was devised to get our retirement goals and financial plan back on track. We now have a structured and sound financial plan and receive very straight forward financial advice and guidance. Anyone who is feeling like their financial plan is weak or they’re not comfortable with their current financial plan &/or advisor would benefit from meeting with the team at Huebert & Associates. Just set up a meeting with them and listen to their financial philosophy and what services and financial guidance that they can provide for you.
Many years ago, we were in a position of having several financial advisors. Because of a family member experience with IG Private Wealth Management, we decided to consolidate all our holdings with IG. We are extremely happy having made this decision. We have had in-depth advice in regards to financial planning and reaching our retirement goals. As well, we have been introduced to different strategies for financial success. The team is very knowledgeable and available to address any of our concerns.
Peter’s professionalism and guidance has been a huge help in allowing us to make an informed decision on our future.