Principal
What Our Clients Say
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Faisal truly takes great pride in being able to assist clients achieve their goals in life through financial planning. We would not hesitate a single second to recommend to anyone that utilizing Faisal would be one of the best financial decisions they could make.
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The relationship I have with IG through Paul Bourgeault is an important component of my financial health and prosperity. Paul's not a contractor but a true partner because I strongly believe we're in this together for the long term. -
Faisal has implemented a range of different financial strategies from incorporating my medical practice early on, to setting up a family trust and private foundation, to implementing an Individual Pension Plan and now, my will and estate planning. Through it all, he’s made each and every concept simple and understandable. The result? Peace of mind that goes beyond numbers—to deliver on what’s most important to me. -
We have been fortunate to have worked with Paul Bourgeault since 1996. We have been treated with an extremely high level of professionalism. The service and advice that we receive from Paul is excellent and our interest always comes first. Regular meetings are organized around our schedules, allowing us to personally follow the growth of our investments. The advice he has provided us over the last 2 decades, has enabled us to both enjoy our money today and it has provided us with a nest egg for us when the time to retire arrives. Working with Paul and Kelly has been open and honest and we will continue to stay the course with his team. -
My wife and I were lucky enough to be ‘inherited’ by Faisal following the retirement of our previous advisor. We appreciate his respecting our short-term wants and needs yet pushing us as required to ensure we reach our long-term financial goals. -
We feel very comfortable about asking questions because he provides answers thoroughly and carefully. We always feel that Faisal cares about us and about making the best plan for us. -
Paul has been my go to person since my husband passed away in 2024. I am very grateful for his help in taking care of my finances. He has also been compassionate and caring on a personal level helping me manage these difficult months. Thank you so much. -
Faisal's willingness to "under promise" and "over deliver" is a seldom seen these days in the financial world, or in my experience, in business at large. I would gladly recommend Faisal to anyone interested in a very knowledgeable financial consultant that offers sound, no nonsense, realistic and honest advice. -
I am writing to wholeheartedly recommend Faisal Khorshid of IG Private Wealth Management. As a valued client, I have been consistently impressed by Faisal's professionalism, knowledge, and dedication to his clients' financial well-being. One of Faisal's most notable qualities is his ability to break down complex financial concepts into easy-to-understand terms. He possesses a rare combination of financial expertise and a down-to-earth approach that makes him a truly exceptional advisor. Faisal has been instrumental in helping us achieve our long-term financial goals, including accelerating our retirement plans. His guidance and strategic advice have significantly impacted our financial future. Beyond his professional acumen and his fantastic dress code, Faisal is a pleasure to work with. His sense of humor and engaging storytelling make our interactions enjoyable and insightful. He is always readily available to answer questions and provide timely advice. In today's fast-paced and often overwhelming financial landscape, Faisal offers a refreshing perspective. He helps to cut through the noise of online information and provides clear, actionable advice. I wholeheartedly recommend Faisal Khorshid to anyone seeking a knowledgeable, trustworthy, and personable financial advisor. -
We are very comfortable and secure in his knowledge to move us ahead as we live out our years of retirement. -
We have been most impressed with Faisal. On a personal level, we feel that he shows genuine interest in us. He takes the time to find out how we are and what we've been up to. Professionally, he is an excellent advisor. Faisal is extremely knowledgeable and very thorough in his explanations of our profiles and all that IG has to offer. If we ever have questions, we are always made to feel comfortable to contact him. He addresses any questions or concerns promptly. We are confident that Faisal does everything he possibly can to make our profiles reach maximum growth, and in turn, ensure our financial success for years to come. -
Faisal is very thorough and genuinely cares about us. -
We have been clients of Faisal for 17 years. In that time he has managed our portfolio very well. Faisal shares his knowledge willingly and we are pleased with the advice he has given us. Faisal and his team are a pleasure to work with. -
"Faisal and his team have been an invaluable asset to our financial journey. As a young family and Business owner, his ability to actively listen to our needs and aspirations sets him apart. Whether it's discussing short-term gains or crafting a strategy for long-term financial security, Faisal's dedication to understanding our goals ensures that every decision is aligned with our vision for the future. His personalized approach, combined with his expertise, makes him not only a trusted advisor but a cherished friend." -
Faisal strives for excellence, he has achieved countless certifications and works hard to customize financial plans, insurance etcetera, for each client, all while maintaining a busy family life. He always makes sure you understand what he would like to achieve for you and how he plans to get you there. Wehave referred many friends and relatives, all are very happy they have chosen Faisal as their consultant.
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
Our Leadership
Principal
Senior Financial Consultant
Associate Consultant
Executive Assistant
Executive Assistant to Paul Bourgeault
Executive Assistant
Our Solutions
With an enhanced team-based approach that provides both local and national industry expertise, Khorshid Bourgeault & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Retirement Planning
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
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Business Succession
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
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Intergenerational Wealth
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
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Videos
From Faisal's Desk
An introduction from Faisal
Transitioning family wealth
When planning your family’s financial future, there’s a lot to think about and a lot to talk about. IG Wealth Management’s President and CEO Damon Murchison and Christine Van Cauwenberghe, VP of Tax and Estate Planning discuss the value of integrated, straightforward advice.