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.
Faisal has been our financial consultant for almost fifteen years and has been an invaluable resource to us during this time especially as our portfolio has grown and our needs have become more complex. He is continually updating and expanding his knowledge of financial strategies and instruments in order to be as informed as possible to help guide clients in achieving their own specific goals. Faisal has always kept our best interests at the heart of his strategies and is more than willing to work collaboratively with us in implementing a financial strategy that best suits us. He has left no stone unturned in bringing valuable, pragmatic and detailed advice, products and strategies to both our personal and business finances and has a deep understanding of how one size does not fit all—he has been diligent about customizing the best possible plan based on our unique goals and needs. 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.
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. He has been a guiding hand throughout the past 12+ years helping us plan for our children's education, balance our differences in risk acceptance, and ensuring nothing is missed in our budget. He is both pleasant and professional – we would recommend him to friends and family alike!
About five years ago we had occasion to meet Faisal as we were suddenly without a Financial Advisor. We both went with some trepidation because we had not done this for a number of years and we were uncertain as to what our meeting might hold.
We met Faisal and found him to be very professional, forthright, efficient and helpful. He explained how we might work together in planning our financial goals. We found him to be very personable, likeable and more than willing to provide this service for us.
When we left the interview we looked at each other and both started to speak at the same time about how much we liked this new financial advisor and how we felt that we could really trust him. It didn't take us very long to decide that Faisal was the advisor for us!
Since then we have found Faisal to be all that we expected after that first meeting. He is very knowledgeable and is very patient and willing to take the time to explain things to us. There is no question that he will not answer and if there are any details to add he will certainly follow up quickly. 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. He is very accommodating whenever we need a meeting with him. Reports of ongoing transactions are honestly and encouragingly given at agreed upon times.
With this trust, cooperation, knowledge, expertise, patience, diligent hard work, congeniality, and a genuine interest in his work and his clients we would not hesitate to recommend him to anyone.
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.
Faisal has been our financial planner for 11 years. Along with our input he has developed a comprehensive financial plan that he upgrades as required. We are very comfortable and secure in his knowledge to move us ahead as we live out our years of retirement. Regular meetings ensure that we are on track and in our comfort zone. We are very happy with Faisal's attention to detail and highly recommend his services to anyone seeking a financial advisor.
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.
Kari K
I have been a client of Faisal Khorshid since April 2006. During this time, the markets have had dramatic fluctuations. Any investor, me included, was anxious and concerned about my financial security. Faisal is a very straight forward and honest person. He has always been very practical with my investments, and more importantly very realistic. His long term approach and understanding of the market issues has been very reassuring.
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 has been my financial consultant since 2004. In that time he has provided valuable advice on investing, insurance and retirement planning. Working with Faisal has allowed access to capital during the start of my business that was not otherwise available; this has made an incredible difference in the growth and stability of my practice.
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.
We have known Faisal Khorshid for twenty years and he has been our financial consultant for fourteen. Over the years he has assisted us with personal matters as well as setting up a benefit plan for my business. All of which have been very successful. 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. We have referred many friends and relatives, all are very happy they have chosen Faisal as their consultant.